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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 333 S HOPE STREET, 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $125 |
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.
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 | $43,023 | $50,637-15.0% | $86,582-50.3% | $62,293-30.9% |
| Participation rate | 12.5% | 67.9%-55.4pp | 73.5%-61.0pp | 69.5%-57.0pp |
| Annual return | 18.74% | 20.80%-2.1pp | 965.08%-946.3pp | 28.90%-10.2pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $201 | $2,611-92.3% | $3,609-94.4% | $3,169-93.7% |
| Admin fee / account holder | $4 | $413-99.1% | $4,904-99.9% | $479-99.2% |