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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 7104 AMBASSADOR RD., STE. 225 · BALTIMORE, MD 21244 | Accounting | $1,100 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 15 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping | $600 |
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.
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 | $18,768 | $72,269-74.0% | $101,271-81.5% | $79,852-76.5% |
| Participation rate | 67.6% | 68.5%-0.9pp | 75.8%-8.2pp | 69.6%-2.0pp |
| Annual return | 19.57% | 22.29%-2.7pp | 46.48%-26.9pp | 31.72%-12.1pp |
| Employer contribution / active EE | $777 | $2,692-71.1% | $3,660-78.8% | $2,471-68.5% |
| Participant deferral / active EE | $1,267 | $3,282-61.4% | $4,371-71.0% | $3,740-66.1% |
| Admin fee / account holder | $23 | $4,401-99.5% | $5,948-99.6% | $5,306-99.6% |