Filed July 15, 2016
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 · EIN 20-3691658 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $813 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 36-2903818 700 BUSSE RD · ELK GROVE VILLAGE, IL 600072137 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $92,396 | $30,599+202.0% | $74,577+23.9% | $57,658+60.2% |
| Participation rate | 8.1% | 49.1%-41.1pp | 68.1%-60.0pp | 70.2%-62.2pp |
| Annual return | 6.54% | 14.24%-7.7pp | 20.47%-13.9pp | 5.13%+1.4pp |
| Employer contribution / active EE | $278 | $1,000-72.2% | $2,525-89.0% | $1,974-85.9% |
| Participant deferral / active EE | $536 | $1,805-70.3% | $3,458-84.5% | $3,061-82.5% |
| Admin fee / account holder | $5 | $98-95.3% | $4,138-99.9% | $95-95.2% |