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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $12,134 |
THE RETIREMENT ADVANTAGE INC3 years Service code 13 600 S NICOLET RD · APPLETON, WI 54914 | Contract Administrator | $7,339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,257 | $102,429-79.2% | $147,096-85.5% | $80,925-73.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 11.57% | 135.02%-123.5pp | 419.75%-408.2pp | 35.65%-24.1pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,480 | $6,649-17.6% | $8,071-32.1% | $4,299+27.5% |
| Admin fee / account holder | $176 | $7,957-97.8% | $13,005-98.6% | $6,940-97.5% |