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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: AMERICAN FUNDS CAPITAL BANK Service code 19 · EIN 95-6817943 P. O. BOX 6040 · INDIANAPOLIS, ID 46206 | Securities Custodian | $360 |
Filed as: GOLDEN GATE RETIREMENT Service code 13 · EIN 20-1734977 1250 BAYHILL DRIVE SUITE 100 · SAN BRUNO, CA 94066 | Contract Administrator | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,445 | $60,545-61.3% | $92,240-74.6% | $69,631-66.3% |
| Participation rate | 8.4% | 72.2%-63.7pp | 76.5%-68.1pp | 70.7%-62.3pp |
| Annual return | 29.32% | 19.71%+9.6pp | 176.29%-147.0pp | 27571.02%-27541.7pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,680-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $539 | $2,828-81.0% | $3,897-86.2% | $3,224-83.3% |
| Admin fee / account holder | $13 | $145-91.1% | $5,194-99.8% | $110-88.4% |