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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MGMT COMPANY Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,025 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 47 PARK PLACE STE 850 · APPLETON, WI 54914 | Contract Administrator | $860 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,350 | $46,072-27.6% | $69,779-52.2% | $55,167-39.5% |
| Participation rate | 66.4% | 67.5%-1.0pp | 71.8%-5.4pp | 69.0%-2.6pp |
| Annual return | -0.91% | 8.68%-9.6pp | 12.99%-13.9pp | 169.23%-170.1pp |
| Employer contribution / active EE | $0 | $1,500-100.0% | $2,338-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,666 | $2,344-28.9% | $2,931-43.2% | $3,054-45.5% |
| Admin fee / account holder | $21 | $428-95.1% | $4,381-99.5% | $504-95.8% |