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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP1 year Service code 13 · EIN 39-0758449 | Contract Administrator | $8,295 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $350 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,161 | $65,061-53.6% | $143,757-79.0% | $66,914-54.9% |
| Participation rate | 52.9% | 65.2%-12.2pp | 80.3%-27.4pp | 69.8%-16.9pp |
| Annual return | -19.50% | -11.14%-8.4pp | -0.04%-19.5pp | 1.58%-21.1pp |
| Employer contribution / active EE | $853 | $2,361-63.9% | $4,951-82.8% | $2,544-66.5% |
| Participant deferral / active EE | $2,415 | $2,919-17.3% | $5,637-57.2% | $4,237-43.0% |
| Admin fee / account holder | $37 | $502-92.6% | $14,673-99.7% | $593-93.8% |