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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,684 | $62,589-49.4% | $76,768-58.7% | $64,173-50.6% |
| Participation rate | 62.5% | 72.8%-10.3pp | 77.0%-14.5pp | 69.6%-7.1pp |
| Annual return | -4.52% | -1.95%-2.6pp | 2.43%-6.9pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,731 | $1,832-5.5% | $2,485-30.4% | $2,381-27.3% |
| Participant deferral / active EE | $2,418 | $3,145-23.1% | $3,852-37.2% | $3,470-30.3% |
| Admin fee / account holder | $13 | $4,667-99.7% | $6,675-99.8% | $4,887-99.7% |