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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $90,472 |
AMERICAN FUNDS1 year Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $28,993 |
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.)
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 | $68,503 | $85,135-19.5% | $98,920-30.7% | $73,412-6.7% |
| Participation rate | 54.4% | 81.1%-26.8pp | 76.0%-21.7pp | 72.2%-17.8pp |
| Annual return | 16.16% | 19.14%-3.0pp | 196.47%-180.3pp | 59.30%-43.1pp |
| Employer contribution / active EE | $439 | $2,721-83.9% | $2,689-83.7% | $2,234-80.3% |
| Participant deferral / active EE | $2,145 | $4,349-50.7% | $4,245-49.5% | $3,806-43.6% |
| Admin fee / account holder | $379 | $139+172.1% | $6,643-94.3% | $158+140.0% |