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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $56,936 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $49,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,446 | $36,489-54.9% | $80,627-79.6% | $103,590-84.1% |
| Participation rate | 60.9% | 39.1%+21.8pp | 67.0%-6.1pp | 73.3%-12.5pp |
| Annual return | 62.26% | 64.53%-2.3pp | 936.76%-874.5pp | 33.13%+29.1pp |
| Employer contribution / active EE | $0 | $1,018-100.0% | $2,723-100.0% | $3,213-100.0% |
| Participant deferral / active EE | $2,630 | $2,389+10.1% | $4,443-40.8% | $5,214-49.6% |
| Admin fee / account holder | $17 | $479-96.4% | $5,381-99.7% | $114-85.0% |