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| Provider | Service type | Compensation |
|---|---|---|
LENNY YEH, INC.11+ years Service code 10 1101 DOVE ST STE 245 · NEWPORT BEACH, CA 92660 | Accounting | $9,500 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,287 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,864 | $84,712-62.4% | $239,403-86.7% | $84,712-62.4% |
| Participation rate | 67.3% | 58.1%+9.2pp | 82.2%-14.9pp | 58.1%+9.2pp |
| Annual return | 12.20% | 15.22%-3.0pp | 3.34%+8.9pp | 15.22%-3.0pp |
| Employer contribution / active EE | $380 | $2,451-84.5% | $4,656-91.8% | $2,451-84.5% |
| Participant deferral / active EE | $2,571 | $3,010-14.6% | $4,239-39.3% | $3,010-14.6% |
| Admin fee / account holder | $77 | $7,361-99.0% | $21,121-99.6% | $7,361-99.0% |