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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 15 P.O. BOX 6040 · INDIANAPOLIS, IN 462402482 | Recordkeeping | $1,195 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,904 | $42,548-81.4% | $74,551-89.4% | $56,289-86.0% |
| Participation rate | 37.2% | 60.5%-23.3pp | 69.1%-32.0pp | 69.9%-32.7pp |
| Annual return | -13.97% | 12.40%-26.4pp | 32.53%-46.5pp | -9.96%-4.0pp |
| Employer contribution / active EE | $337 | $855-60.6% | $1,961-82.8% | $2,111-84.0% |
| Participant deferral / active EE | $1,465 | $2,277-35.7% | $3,108-52.9% | $3,350-56.3% |
| Admin fee / account holder | $30 | $467-93.6% | $5,059-99.4% | $521-94.3% |