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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-1411037 3500 WISEMAN BLVD · SAN ANTONIO, TX 78251 | Recordkeeping | $450 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,014 | $124,414-91.1% | $115,170-90.4% | $67,579-83.7% |
| Participation rate | 24.6% | 58.1%-33.5pp | 75.9%-51.3pp | 71.3%-46.7pp |
| Annual return | 25.52% | 29.40%-3.9pp | 35.60%-10.1pp | 378.56%-353.0pp |
| Employer contribution / active EE | $75 | $1,454-94.8% | $3,179-97.6% | $2,148-96.5% |
| Participant deferral / active EE | $974 | $2,331-58.2% | $4,169-76.6% | $3,539-72.5% |
| Admin fee / account holder | $4 | $361-99.0% | $7,089-99.9% | $142-97.5% |