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| Provider | Service type | Compensation |
|---|---|---|
KJ RETIREMENT CONSULTANTS, LLC6+ years Service code 64 · EIN 45-3547265 PO BOX 211201 · ST. PAUL, MN 55121 | Recordkeeping Fees | $6,825 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-1411037 | Recordkeeping Fees | $638 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,809 | $55,636+0.3% | $81,983-31.9% | $73,488-24.1% |
| Participation rate | 25.6% | 62.3%-36.7pp | 69.2%-43.7pp | 70.7%-45.1pp |
| Annual return | 15.73% | 19.07%-3.3pp | 41.31%-25.6pp | 28.51%-12.8pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,019 | $2,762-63.1% | $3,722-72.6% | $3,740-72.8% |
| Admin fee / account holder | $123 | $493-75.0% | $5,664-97.8% | $513-76.0% |