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| Provider | Service type | Compensation |
|---|---|---|
LENNY YEH, INC.9+ years Service code 10 1101 DOVE ST STE 245 · NEWPORT BEACH, CA 92660 | Accounting | $8,800 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,636 |
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.
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 | $24,672 | $59,448-58.5% | $93,696-73.7% | $74,459-66.9% |
| Participation rate | 67.8% | 59.6%+8.2pp | 68.7%-0.9pp | 67.2%+0.6pp |
| Annual return | 9.21% | 82.11%-72.9pp | 133.74%-124.5pp | 1369.70%-1360.5pp |
| Employer contribution / active EE | $263 | $1,266-79.2% | $2,422-89.1% | $2,626-90.0% |
| Participant deferral / active EE | $2,201 | $3,052-27.9% | $4,417-50.2% | $4,350-49.4% |
| Admin fee / account holder | $62 | $3,027-98.0% | $8,287-99.3% | $1,945-96.8% |