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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $17,657 |
Filed as: DYATECH Service code 13 · EIN 64-0936231 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 391576035 | Contract Administrator | $10,955 |
SYNOVUS TRUST COMPANY2 years Filed as: SYNOVUS SECURITIES INC Service code 27 1137 1ST AVE 2ND FL · COLUMBUS, GA 31901 | Advisory (Plan) | $3,871 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,066 | $129,095-79.8% | $184,200-85.8% | $77,671-66.4% |
| Participation rate | 50.9% | 87.3%-36.4pp | 86.8%-35.9pp | 70.6%-19.7pp |
| Annual return | 32.55% | 33.29%-0.7pp | 28.80%+3.8pp | 31.21%+1.3pp |
| Employer contribution / active EE | $1,934 | $4,410-56.1% | $6,424-69.9% | $2,726-29.1% |
| Participant deferral / active EE | $3,597 | $7,300-50.7% | $9,132-60.6% | $4,648-22.6% |
| Admin fee / account holder | $117 | $256-54.4% | $13,907-99.2% | $430-72.9% |