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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $0 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 17 · EIN 34-1944384 7558 KING'S POINTE ROAD · TOLEDO, OH 43617 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,936 | $27,330-92.9% | $67,704-97.1% | $55,191-96.5% |
| Participation rate | 68.2% | 47.5%+20.7pp | 67.5%+0.7pp | 69.2%-0.9pp |
| Annual return | 7.05% | 8.81%-1.8pp | 25.41%-18.4pp | 10.78%-3.7pp |
| Employer contribution / active EE | $336 | $855-60.7% | $2,559-86.9% | $1,899-82.3% |
| Participant deferral / active EE | $505 | $1,709-70.4% | $3,585-85.9% | $3,046-83.4% |
| Admin fee / account holder | $35 | $109-67.9% | $4,255-99.2% | $91-61.3% |