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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $24,852 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $11,431 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $10,580 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,350 |
Service code 27 | Advisory (Plan) | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,878 | $52,293-16.1% | $178,503-75.4% | $73,412-40.2% |
| Participation rate | 35.3% | 65.3%-30.1pp | 81.9%-46.7pp | 72.2%-36.9pp |
| Annual return | 19.13% | 34.75%-15.6pp | 151.12%-132.0pp | 59.30%-40.2pp |
| Employer contribution / active EE | $483 | $1,736-72.2% | $5,011-90.4% | $2,234-78.4% |
| Participant deferral / active EE | $1,489 | $2,333-36.2% | $5,202-71.4% | $3,806-60.9% |
| Admin fee / account holder | $133 | $127+4.7% | $13,987-99.0% | $158-15.6% |