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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANGEMENT CO Service code 13 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Contract Administrator | $275 |
Filed as: PENTEC PENSION MGT GROUP INC Service code 15 · EIN 75-2776689 | Recordkeeping | $0 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 1101 N BROADWAY AVE · OKLAHOMA CITY, OK 731034925 | Advisory (Plan) | $0 |
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 | $19,241 | $57,108-66.3% | $94,229-79.6% | $52,331-63.2% |
| Participation rate | 58.7% | 72.9%-14.3pp | 78.8%-20.1pp | 68.1%-9.4pp |
| Annual return | -1.37% | 1.47%-2.8pp | 10.68%-12.0pp | 4.54%-5.9pp |
| Employer contribution / active EE | $1,228 | $1,735-29.2% | $3,587-65.8% | $1,882-34.7% |
| Participant deferral / active EE | $2,536 | $3,040-16.6% | $4,320-41.3% | $3,022-16.1% |
| Admin fee / account holder | $3 | $546-99.4% | $6,269-99.9% | $592-99.4% |