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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MIDWEST PENSION & PROFIT SHARING SV Service code 13 · EIN 41-1447816 | Contract Administrator | $11,190 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RECORD PLAN SERVICES Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CO 92618 | Recordkeeping Fees | $281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $97,693 | $61,166+59.7% | $185,837-47.4% | $79,393+23.0% |
| Participation rate | 50.8% | 66.6%-15.8pp | 81.7%-30.9pp | 70.7%-19.9pp |
| Annual return | 10.97% | 19.45%-8.5pp | 122.08%-111.1pp | 116.87%-105.9pp |
| Employer contribution / active EE | $992 | $2,321-57.3% | $5,168-80.8% | $2,428-59.1% |
| Participant deferral / active EE | $3,144 | $2,789+12.7% | $5,568-43.5% | $4,046-22.3% |
| Admin fee / account holder | $82 | $710-88.5% | $16,241-99.5% | $627-86.9% |