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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Service code 15 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping | $8,690 |
PACO INC1+ years Filed as: PACO, INC Service code 15 · EIN 42-1064080 1200 VALLEY WEST DRIVE, SUITE 507 · WEST DES MOINES, IA 50266 | Recordkeeping | $7,841 |
VISIONPOINT ADVISORY GROUP1+ years Filed as: VISIONPOINT GROUP LLC Service code 15 · EIN 47-2587418 5001 SPRING VALLEY ROAD, SUITE 200W · DALLAS, TX 75244 | Recordkeeping | $7,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,204 | $22,714-55.1% | $59,496-82.8% | $55,191-81.5% |
| Participation rate | 40.9% | 37.5%+3.4pp | 54.6%-13.7pp | 69.2%-28.3pp |
| Annual return | 0.66% | -44.01%+44.7pp | 182.05%-181.4pp | 10.78%-10.1pp |
| Employer contribution / active EE | $887 | $418+112.3% | $1,153-23.1% | $1,899-53.3% |
| Participant deferral / active EE | $549 | $843-34.9% | $1,829-70.0% | $3,046-82.0% |
| Admin fee / account holder | $99 | $83+18.4% | $2,232-95.6% | $91+8.7% |