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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $86,587 |
AMERICAN FUNDS5+ years Filed as: ADVANCED CAPTIAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $28,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,533 | $74,347-21.3% | $93,621-37.5% | $67,582-13.4% |
| Participation rate | 51.7% | 80.6%-28.9pp | 75.8%-24.1pp | 71.3%-19.5pp |
| Annual return | 18.52% | 28.07%-9.5pp | 32.76%-14.2pp | 378.57%-360.0pp |
| Employer contribution / active EE | $424 | $2,583-83.6% | $2,719-84.4% | $2,148-80.3% |
| Participant deferral / active EE | $1,939 | $4,060-52.2% | $4,070-52.3% | $3,539-45.2% |
| Admin fee / account holder | $366 | $123+198.7% | $7,890-95.4% | $142+157.5% |