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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $16,660 |
FIRST HORIZON ADVISORS INC2 years Service code 27 530 OAK COURT DR · MEMPHIS, TN 38117 | Advisory (Plan) | $15,619 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 23693 NETWORK PL · CHICAGO, IL 60673 | Contract Administrator | $2,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,503 | $79,700-65.5% | $153,643-82.1% | $74,459-63.1% |
| Participation rate | 50.7% | 69.8%-19.1pp | 77.1%-26.4pp | 67.2%-16.5pp |
| Annual return | 12.52% | 15.07%-2.5pp | 15.71%-3.2pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $1,334 | $4,016-66.8% | $5,039-73.5% | $2,626-49.2% |
| Participant deferral / active EE | $3,121 | $5,315-41.3% | $6,754-53.8% | $4,350-28.2% |
| Admin fee / account holder | $186 | $1,790-89.6% | $12,739-98.5% | $1,945-90.4% |