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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $44,643 |
MARCUM LLP1 year Service code 99 155 S MAIN ST STE 100 · PROVIDENCE, RI 02903 | Other Fees | $18,343 |
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.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279 | $183,516-99.8% | $155,534-99.8% | $145,884-99.8% |
| Participation rate | 12.5% | 82.7%-70.2pp | 78.2%-65.7pp | 80.3%-67.8pp |
| Annual return | 0.95% | 61.43%-60.5pp | 64.92%-64.0pp | 551.85%-550.9pp |
| Employer contribution / active EE | $716 | $5,315-86.5% | $4,675-84.7% | $4,662-84.6% |
| Participant deferral / active EE | $6,237 | $6,467-3.5% | $5,630+10.8% | $6,690-6.8% |
| Admin fee / account holder | $243 | $19,293-98.7% | $15,900-98.5% | $13,392-98.2% |