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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $2,900 |
CITIGROUP GLOBAL MARKETS INC1+ years Filed as: CITIGROUP GLOBAL MARKETS Service code 27 1 COURT SQ · LONG ISLAND CITY, NY 11101 | Advisory (Plan) | $0 |
QBI, LLC1+ years Filed as: QBI LLC Service code 13 21031 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Contract Administrator | $0 |
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.
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 | $16,151 | $57,096-71.7% | $94,229-82.9% | $55,191-70.7% |
| Participation rate | 65.3% | 75.7%-10.4pp | 78.8%-13.5pp | 69.2%-3.9pp |
| Annual return | -0.25% | 159.65%-159.9pp | 10.68%-10.9pp | 10.78%-11.0pp |
| Employer contribution / active EE | $775 | $1,708-54.6% | $3,587-78.4% | $1,899-59.2% |
| Participant deferral / active EE | $1,604 | $3,165-49.3% | $4,320-62.9% | $3,046-47.3% |
| Admin fee / account holder | $8 | $89-91.4% | $6,269-99.9% | $91-91.5% |