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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $14,421 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 13 · EIN 82-4555287 | Contract Administrator | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,544 | $49,451-66.5% | $79,580-79.2% | $66,938-75.3% |
| Participation rate | 45.9% | 61.3%-15.4pp | 69.5%-23.5pp | 69.8%-23.9pp |
| Annual return | -16.14% | 84.25%-100.4pp | 0.15%-16.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $325 | $1,266-74.3% | $2,413-86.5% | $2,545-87.2% |
| Participant deferral / active EE | $890 | $3,159-71.8% | $3,985-77.7% | $4,238-79.0% |
| Admin fee / account holder | $139 | $595-76.7% | $6,835-98.0% | $594-76.6% |