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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 16 6903 ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Consulting | $13,021 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $12,542 |
BRINKER CAPITAL2+ years Filed as: BRINKER CAPITAL, INC Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $7,812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,740 | $75,183-53.8% | $123,894-72.0% | $55,167-37.0% |
| Participation rate | 43.6% | 72.8%-29.2pp | 81.4%-37.8pp | 69.0%-25.4pp |
| Annual return | 8.03% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,240 | $5,084-36.3% | $5,984-45.9% | $3,054+6.1% |
| Admin fee / account holder | $407 | $663-38.6% | $8,357-95.1% | $504-19.2% |