Filed October 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $132,670 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 13 6455 IRVINE CENTER DR · IRVINE, CA 926184518 | Contract Administrator | $35,116 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 931011665 | Advisory (Plan) | $23,888 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,115 | $48,072-29.0% | $182,531-81.3% | $77,775-56.1% |
| Participation rate | 43.7% | 64.3%-20.6pp | 78.0%-34.3pp | 73.2%-29.5pp |
| Annual return | 24.26% | 31.26%-7.0pp | 148.57%-124.3pp | 32.58%-8.3pp |
| Employer contribution / active EE | $1,004 | $1,453-30.9% | $4,075-75.4% | $2,504-59.9% |
| Participant deferral / active EE | $1,703 | $3,209-46.9% | $5,525-69.2% | $3,966-57.1% |
| Admin fee / account holder | $209 | $131+58.9% | $8,593-97.6% | $100+108.7% |