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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 13 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Contract Administrator | $380 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MGT CO Service code 63 | 12b-1 Fees | $0 |
Service code 15 · EIN 75-2776689 | Recordkeeping | $0 |
Filed as: PENTEC PENSION MGT GROUP INC. Service code 64 | Recordkeeping Fees | $0 |
RBC WEALTH MANAGEMENT2+ years Service code 27 550 WEST TEXAS AVE., STE 120 · MIDLAND, TX 79701 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,500 | $72,658-77.3% | $127,803-87.1% | $67,579-75.6% |
| Participation rate | 57.7% | 80.0%-22.3pp | 79.0%-21.3pp | 71.3%-13.6pp |
| Annual return | 78.43% | 26.49%+51.9pp | 26.14%+52.3pp | 378.56%-300.1pp |
| Employer contribution / active EE | $1,944 | $3,988-51.2% | $4,576-57.5% | $2,148-9.5% |
| Participant deferral / active EE | $3,666 | $5,383-31.9% | $6,023-39.1% | $3,539+3.6% |
| Admin fee / account holder | $25 | $127-80.7% | $9,399-99.7% | $142-82.8% |