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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Service code 15 · EIN 95-6817943 | Recordkeeping | $1,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,619 | $72,177-83.9% | $115,038-89.9% | $59,633-80.5% |
| Participation rate | 0.0% | 72.6%-72.6pp | 81.4%-81.4pp | 68.7%-68.7pp |
| Annual return | 3.02% | 12.02%-9.0pp | 26.14%-23.1pp | 2041.45%-2038.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,304 | $4,783-72.7% | $6,026-78.4% | $3,192-59.1% |
| Admin fee / account holder | $12 | $4,927-99.8% | $8,175-99.9% | $4,297-99.7% |