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| Provider | Service type | Compensation |
|---|---|---|
LENNY YEH, INC.3+ years Service code 10 1101 DOVE ST · NEWPORT BEACH, CA 92660 | Accounting | $8,000 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,203 | $42,548-66.6% | $74,551-80.9% | $56,289-74.8% |
| Participation rate | 61.5% | 60.5%+1.1pp | 69.1%-7.6pp | 69.9%-8.3pp |
| Annual return | 13.98% | 12.40%+1.6pp | 32.53%-18.6pp | -9.96%+23.9pp |
| Employer contribution / active EE | $204 | $855-76.2% | $1,961-89.6% | $2,111-90.4% |
| Participant deferral / active EE | $1,453 | $2,277-36.2% | $3,108-53.3% | $3,350-56.6% |
| Admin fee / account holder | $35 | $467-92.5% | $5,059-99.3% | $521-93.2% |