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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 16 6903 ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Consulting | $15,359 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $14,007 |
BRINKER CAPITAL3+ years Filed as: BRINKER CAPITAL, INC Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $9,216 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,771 | $80,753-44.6% | $136,298-67.2% | $62,293-28.1% |
| Participation rate | 41.9% | 73.5%-31.6pp | 81.9%-40.0pp | 69.5%-27.6pp |
| Annual return | 17.06% | 35.83%-18.8pp | 5156.27%-5139.2pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1 | $2,884-100.0% | $4,696-100.0% | $2,042-99.9% |
| Participant deferral / active EE | $3,925 | $5,164-24.0% | $6,247-37.2% | $3,169+23.8% |
| Admin fee / account holder | $482 | $525-8.2% | $9,244-94.8% | $479+0.6% |