Filed October 1, 2020 (most recent of 4 filings on file)
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 15 · EIN 95-6817943 AMERICAN FUNDS · INDIANAPOLIS, IN 462066007 | Recordkeeping | $750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,941 | $63,905-59.4% | $74,184-65.0% | $57,658-55.0% |
| Participation rate | 70.1% | 79.8%-9.7pp | 76.6%-6.5pp | 70.2%-0.2pp |
| Annual return | 7.47% | 60.60%-53.1pp | 17.74%-10.3pp | 5.13%+2.3pp |
| Employer contribution / active EE | $1,141 | $1,840-38.0% | $2,370-51.8% | $1,974-42.2% |
| Participant deferral / active EE | $1,836 | $3,448-46.8% | $3,550-48.3% | $3,061-40.0% |
| Admin fee / account holder | $19 | $91-79.5% | $5,586-99.7% | $95-80.3% |