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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,137 | $42,396-52.5% | $67,313-70.1% | $56,287-64.2% |
| Participation rate | 65.1% | 61.0%+4.2pp | 69.1%-3.9pp | 69.9%-4.7pp |
| Annual return | -7.13% | -36.63%+29.5pp | -4.08%-3.0pp | -9.96%+2.8pp |
| Employer contribution / active EE | $798 | $1,414-43.5% | $2,566-68.9% | $2,111-62.2% |
| Participant deferral / active EE | $1,862 | $2,360-21.1% | $3,568-47.8% | $3,350-44.4% |
| Admin fee / account holder | $11 | $510-97.9% | $4,507-99.8% | $521-98.0% |