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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 RETIREMENT PLAN SERVICES DIVISION · LOS ANGELES, CA 90071 | Recordkeeping | $675 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,430 | $31,388-85.9% | $73,550-94.0% | $62,293-92.9% |
| Participation rate | 62.0% | 39.9%+22.1pp | 54.9%+7.1pp | 69.5%-7.5pp |
| Annual return | 19.72% | 25.34%-5.6pp | -15.16%+34.9pp | 28.90%-9.2pp |
| Employer contribution / active EE | $641 | $498+28.8% | $1,219-47.4% | $2,042-68.6% |
| Participant deferral / active EE | $957 | $1,028-7.0% | $1,804-47.0% | $3,169-69.8% |
| Admin fee / account holder | $3 | $299-98.9% | $2,320-99.9% | $479-99.3% |