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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELESE, CA 90071 | Recordkeeping Fees | $1,100 |
Filed as: NY LIFE SECURITIES LLC Service code 55 6565 AMERICAS PKWY NE, SUITE 500 · ALBUQUERQUE, NM 87110 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,543 | $36,916-47.1% | $156,549-87.5% | $57,658-66.1% |
| Participation rate | 40.5% | 63.4%-22.9pp | 84.0%-43.5pp | 70.2%-29.7pp |
| Annual return | 5.07% | 12.38%-7.3pp | 32.23%-27.2pp | 5.13%-0.1pp |
| Employer contribution / active EE | $579 | $1,571-63.1% | $5,501-89.5% | $1,974-70.7% |
| Participant deferral / active EE | $966 | $1,926-49.8% | $4,871-80.2% | $3,061-68.4% |
| Admin fee / account holder | $5 | $82-93.5% | $13,027-100.0% | $95-94.3% |