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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $3,535 |
CITIGROUP GLOBAL MARKETS INC2+ years Filed as: CITIGROUP GLOBAL MARKETS Service code 27 1 COURT SQ · LONG ISLAND CITY, NY 11101 | Advisory (Plan) | $0 |
QBI, LLC2+ 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.
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 | $17,886 | $107,378-83.3% | $108,582-83.5% | $57,658-69.0% |
| Participation rate | 64.0% | 77.1%-13.1pp | 79.6%-15.6pp | 70.2%-6.2pp |
| Annual return | 6.58% | 12.80%-6.2pp | -51.70%+58.3pp | 5.13%+1.4pp |
| Employer contribution / active EE | $388 | $1,782-78.2% | $3,758-89.7% | $1,974-80.4% |
| Participant deferral / active EE | $1,557 | $3,221-51.7% | $4,311-63.9% | $3,061-49.1% |
| Admin fee / account holder | $9 | $108-91.8% | $7,645-99.9% | $95-90.6% |