Filed January 18, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GERBER LLC8 years Service code 27 121 E NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Plan) | $57,427 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $31,908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,181 | $50,919+6.4% | $155,556-65.2% | $77,762-30.3% |
| Participation rate | 58.6% | 63.1%-4.5pp | 78.2%-19.6pp | 70.6%-12.0pp |
| Annual return | 15.80% | 34.84%-19.0pp | 64.84%-49.0pp | 31.27%-15.5pp |
| Employer contribution / active EE | $1,443 | $1,991-27.6% | $4,675-69.1% | $2,728-47.1% |
| Participant deferral / active EE | $3,045 | $2,824+7.8% | $5,631-45.9% | $4,651-34.5% |
| Admin fee / account holder | $256 | $437-41.4% | $15,885-98.4% | $433-40.9% |