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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSION PROFIT SHARING SERVICES Service code 13 5212 KATELLA AVE · LOS ALAMITOS, CA 907206833 | Contract Administrator | $2,998 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,493 | $51,166-65.8% | $70,544-75.2% | $71,511-75.5% |
| Participation rate | 57.3% | 59.4%-2.1pp | 68.4%-11.1pp | 67.9%-10.7pp |
| Annual return | 39.21% | 42.71%-3.5pp | 32.79%+6.4pp | 28.86%+10.4pp |
| Employer contribution / active EE | $903 | $1,793-49.7% | $2,976-69.7% | $2,589-65.1% |
| Participant deferral / active EE | $2,098 | $3,031-30.8% | $4,568-54.1% | $4,291-51.1% |
| Admin fee / account holder | $0 | $2,000-100.0% | $6,427-100.0% | $1,588-100.0% |