Filed January 18, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GERBER LLC6 years Service code 27 121 E NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Plan) | $45,298 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $22,634 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,723 | $46,292-14.2% | $143,757-72.4% | $64,808-38.7% |
| Participation rate | 51.2% | 64.2%-13.0pp | 80.3%-29.1pp | 71.5%-20.2pp |
| Annual return | -19.95% | -10.05%-9.9pp | -0.04%-19.9pp | 32.82%-52.8pp |
| Employer contribution / active EE | $1,119 | $1,910-41.4% | $4,951-77.4% | $2,506-55.3% |
| Participant deferral / active EE | $2,361 | $2,646-10.8% | $5,637-58.1% | $4,310-45.2% |
| Admin fee / account holder | $220 | $154+42.9% | $14,673-98.5% | $188+17.0% |