Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MGMT COMPANY Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $400 |
NEWPORT GROUP, INC.1+ years Filed as: KIDDER BENEFITS CONSULTANTS, INC. Service code 10 5700 WESTOWN PARKWAY · WEST DES MOINES, IA 50266 | Accounting | $65 |
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.
Employer 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.
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 | $12,637 | $70,002-81.9% | $115,038-89.0% | $52,331-75.9% |
| Participation rate | 35.0% | 72.1%-37.1pp | 81.4%-46.4pp | 68.1%-33.1pp |
| Annual return | 0.51% | 4.04%-3.5pp | 26.14%-25.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $244 | $2,715-91.0% | $4,608-94.7% | $1,882-87.0% |
| Participant deferral / active EE | $774 | $4,920-84.3% | $6,026-87.2% | $3,022-74.4% |
| Admin fee / account holder | $6 | $566-98.9% | $8,175-99.9% | $592-99.0% |