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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $34,136 |
EDWARD JONES2 years Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $27,455 |
Service code 13 · EIN 65-1279994 110 ARROWHEAD DRIVE, SUITE 150 · SLIPPERY ROCK, PA 16057 | Contract Administrator | $9,510 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,003 | $62,686-66.5% | $178,540-88.2% | $77,736-73.0% |
| Participation rate | 45.2% | 66.9%-21.7pp | 77.1%-31.9pp | 70.6%-25.4pp |
| Annual return | 16.47% | 16.16%+0.3pp | 27.15%-10.7pp | 31.26%-14.8pp |
| Employer contribution / active EE | $976 | $1,914-49.0% | $3,953-75.3% | $2,728-64.2% |
| Participant deferral / active EE | $1,454 | $4,224-65.6% | $6,281-76.9% | $4,651-68.7% |
| Admin fee / account holder | $215 | $386-44.4% | $10,424-97.9% | $433-50.4% |