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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $3,890 |
CITIGROUP GLOBAL MARKETS INC4+ years Filed as: CITIGROUP GLOBAL MARKETS Service code 27 1 COURT SQ · LONG ISLAND CITY, NY 11101 | Advisory (Plan) | $0 |
QBI, LLC4+ 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.
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 | $24,430 | $62,267-60.8% | $110,243-77.8% | $55,725-56.2% |
| Participation rate | 66.6% | 78.1%-11.5pp | 79.8%-13.2pp | 70.9%-4.3pp |
| Annual return | -1.44% | -1.07%-0.4pp | 314.76%-316.2pp | 244.93%-246.4pp |
| Employer contribution / active EE | $454 | $1,941-76.6% | $3,827-88.1% | $2,078-78.2% |
| Participant deferral / active EE | $2,092 | $3,516-40.5% | $4,672-55.2% | $3,356-37.6% |
| Admin fee / account holder | $10 | $121-91.6% | $8,548-99.9% | $115-91.1% |