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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $37,895 |
Filed as: LETHERT SKWIRA SCHULTZ & CO LLP Service code 99 170 7TH PLACE E · ST PAUL, MN 55101 | Other Fees | $25,320 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $24,419 |
UKG INC1 year Filed as: UKG INC DBA ULTIMATE SOFTWARE GROUP Service code 99 1485 NORTH PARK DR · WESTON, FL 33326 | Other Fees | $1,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,971 | $50,902-56.8% | $155,534-85.9% | $77,736-71.7% |
| Participation rate | 52.2% | 63.1%-10.9pp | 78.2%-26.0pp | 70.6%-18.4pp |
| Annual return | 10.71% | 34.85%-24.1pp | 64.92%-54.2pp | 31.26%-20.6pp |
| Employer contribution / active EE | $1 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,407 | $2,824-50.2% | $5,630-75.0% | $4,651-69.8% |
| Admin fee / account holder | $204 | $437-53.3% | $15,900-98.7% | $433-52.9% |