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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $625 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 · EIN 26-4310632 | Other Services | $19 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,451 | $70,002-70.8% | $115,038-82.2% | $52,331-60.9% |
| Participation rate | 88.4% | 72.1%+16.3pp | 81.4%+7.0pp | 68.1%+20.3pp |
| Annual return | 0.08% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,508 | $4,920-28.7% | $6,026-41.8% | $3,022+16.1% |
| Admin fee / account holder | $4 | $566-99.3% | $8,175-100.0% | $592-99.3% |