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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: MID ATLANTIC CAPITAL GROUP Service code 19 1251 WATERFRONT PLACE SUITE 525 · PITTSBURGH, PA 15222 | Securities Custodian | $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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,818 | $32,085-75.6% | $40,145,923-100.0% | $57,661-86.4% |
| Participation rate | 22.4% | 66.0%-43.5pp | 68.4%-46.0pp | 70.2%-47.8pp |
| Annual return | 0.00% | 9.60%-9.6pp | 5.24%-5.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $1,179-100.0% | $1,844-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,964 | $1,957+0.3% | $2,591-24.2% | $3,061-35.8% |
| Admin fee / account holder | $11 | $75-84.9% | $2,903-99.6% | $95-88.0% |