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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $42,726 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $36,212 |
CHARLES SCHWAB & CO., INC.4 years Filed as: REA & ASSOCIATES Service code 13 PO BOX 1020 · NEW PHILADELPHIA, OH 446635120 | Contract Administrator | $8,075 |
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.
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 | $37,990 | $89,123-57.4% | $102,460-62.9% | $77,762-51.1% |
| Participation rate | 38.1% | 80.9%-42.8pp | 76.5%-38.4pp | 70.6%-32.5pp |
| Annual return | 13.39% | 25.05%-11.7pp | 29.47%-16.1pp | 31.27%-17.9pp |
| Employer contribution / active EE | $1,100 | $2,700-59.3% | $3,025-63.7% | $2,728-59.7% |
| Participant deferral / active EE | $2,131 | $5,148-58.6% | $5,056-57.8% | $4,651-54.2% |
| Admin fee / account holder | $150 | $236-36.3% | $9,460-98.4% | $433-65.3% |