Filed October 1, 2020 (most recent of 4 filings on file)
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 15 · EIN 95-6817943 AMERICAN FUNDS · INDIANAPOLIS, IN 462066007 | Recordkeeping | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,285 | $72,770-65.3% | $67,652-62.6% | $55,191-54.2% |
| Participation rate | 68.2% | 78.8%-10.6pp | 75.7%-7.4pp | 69.2%-0.9pp |
| Annual return | 0.42% | -3.26%+3.7pp | 6625.04%-6624.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $1,180 | $1,769-33.3% | $2,266-47.9% | $1,899-37.8% |
| Participant deferral / active EE | $1,905 | $3,408-44.1% | $3,560-46.5% | $3,046-37.5% |
| Admin fee / account holder | $26 | $79-66.9% | $4,821-99.5% | $91-71.3% |