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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANGEMENT CO Service code 13 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Contract Administrator | $0 |
Filed as: PENTEC PENSION MGT GROUP INC Service code 15 · EIN 75-2776689 | Recordkeeping | $0 |
RAYMOND JAMES FINANCIAL SERVICES2+ 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,384 | $63,924-68.1% | $108,582-81.2% | $55,167-63.1% |
| Participation rate | 65.6% | 74.3%-8.7pp | 79.6%-14.0pp | 69.0%-3.4pp |
| Annual return | 7.10% | 15.31%-8.2pp | -51.70%+58.8pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,265 | $1,879-32.7% | $3,758-66.3% | $1,963-35.6% |
| Participant deferral / active EE | $2,808 | $3,067-8.4% | $4,311-34.9% | $3,054-8.0% |
| Admin fee / account holder | $2 | $618-99.6% | $7,645-100.0% | $504-99.5% |