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| Provider | Service type | Compensation |
|---|---|---|
PINION, LLC1 year Filed as: PINION INVESTMENT ADVISORS, LLC Service code 27 1605 N WATERFRONT PARKWAY, STE 200 · WICHITA, KS 67206 | Advisory (Plan) | $10,828 |
PINION, LLC1 year Service code 12 · EIN 48-0567703 | Claims processing | $7,275 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,700 |
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.
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,046 | $98,727-74.6% | $113,168-77.9% | $85,563-70.7% |
| Participation rate | 65.3% | 80.8%-15.5pp | 76.6%-11.3pp | 66.0%-0.7pp |
| Annual return | 362.60% | 17.43%+345.2pp | 24.27%+338.3pp | 31.51%+331.1pp |
| Employer contribution / active EE | $235 | $2,907-91.9% | $2,975-92.1% | $2,654-91.1% |
| Participant deferral / active EE | $1,286 | $5,424-76.3% | $5,107-74.8% | $4,375-70.6% |
| Admin fee / account holder | $84 | $357-76.4% | $12,068-99.3% | $834-89.9% |