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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MGT CO Service code 63 | 12b-1 Fees | $0 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 13 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Contract Administrator | $0 |
Filed as: PENTEC PENSION MGT GROUP INC. Service code 64 | Recordkeeping Fees | $0 |
Filed as: PENTEC PENSION MGT GROUP, INC. Service code 15 · EIN 75-2776689 | Recordkeeping | $0 |
RBC WEALTH MANAGEMENT1+ years Service code 27 550 WEST TEXAS AVE · MIDLAND, TX 79701 | Advisory (Plan) | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,639 | $64,457-85.0% | $111,392-91.3% | $55,725-82.7% |
| Participation rate | 47.6% | 79.7%-32.0pp | 78.9%-31.2pp | 70.9%-23.2pp |
| Annual return | 0.00% | -19.97%+20.0pp | -2.06%+2.1pp | 244.93%-244.9pp |
| Employer contribution / active EE | $995 | $3,956-74.8% | $4,328-77.0% | $2,078-52.1% |
| Participant deferral / active EE | $2,482 | $5,219-52.4% | $5,567-55.4% | $3,356-26.0% |
| Admin fee / account holder | $4 | $112-96.2% | $12,266-100.0% | $115-96.3% |