Filed October 1, 2020 (most recent of 4 filings on file)
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ 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 | $30,240 | $69,305-56.4% | $82,313-63.3% | $69,631-56.6% |
| Participation rate | 67.6% | 80.3%-12.6pp | 76.9%-9.3pp | 70.7%-3.1pp |
| Annual return | 18.38% | 21.47%-3.1pp | 25.88%-7.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $1,204 | $1,887-36.2% | $2,428-50.4% | $2,032-40.8% |
| Participant deferral / active EE | $1,964 | $3,568-45.0% | $3,706-47.0% | $3,224-39.1% |
| Admin fee / account holder | $29 | $97-69.9% | $5,608-99.5% | $110-73.5% |