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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,726 | $35,955-64.6% | $78,210-83.7% | $69,634-81.7% |
| Participation rate | 29.5% | 67.2%-37.6pp | 68.7%-39.2pp | 70.7%-41.2pp |
| Annual return | 58.93% | 16.42%+42.5pp | 40.90%+18.0pp | 27572.26%-27513.3pp |
| Employer contribution / active EE | $0 | $1,244-100.0% | $2,034-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,606 | $2,107+23.7% | $2,823-7.7% | $3,224-19.2% |
| Admin fee / account holder | $21 | $86-75.8% | $3,758-99.4% | $110-81.2% |