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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS9+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-1411037 3500 WISEMAN BLVD · SAN ANTONIO, TX 78251 | Recordkeeping | $3,519 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,026 | $73,149-71.3% | $120,580-82.6% | $77,762-73.0% |
| Participation rate | 46.0% | 55.2%-9.2pp | 72.0%-25.9pp | 70.6%-24.6pp |
| Annual return | 14.30% | 18.24%-3.9pp | 107.48%-93.2pp | 31.27%-17.0pp |
| Employer contribution / active EE | $853 | $1,793-52.5% | $3,469-75.4% | $2,728-68.7% |
| Participant deferral / active EE | $1,808 | $3,006-39.9% | $4,995-63.8% | $4,651-61.1% |
| Admin fee / account holder | $11 | $660-98.3% | $9,418-99.9% | $433-97.4% |