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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL ASSETS ADVISORY SERVICES Service code 26 · EIN 38-3470125 | Advisory (Participants) | $9,427 |
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Account maintenance fees; Participant... | $8,342 |
TIAA1 year Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $3,001 |
FLEXPATH STRATEGIES, LLC1 year Service code 26 · EIN 46-4782313 | Advisory (Participants) | $1,851 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,590 | $91,695-54.6% | $67,575-38.5% | $77,736-46.5% |
| Participation rate | 54.0% | 76.0%-22.0pp | 72.9%-18.9pp | 70.6%-16.6pp |
| Annual return | 3.93% | 14.88%-11.0pp | 3528.98%-3525.0pp | 31.26%-27.3pp |
| Employer contribution / active EE | $730 | $3,189-77.1% | $2,736-73.3% | $2,728-73.2% |
| Participant deferral / active EE | $578 | $3,912-85.2% | $4,003-85.6% | $4,651-87.6% |
| Admin fee / account holder | $69 | $245-71.6% | $3,993-98.3% | $433-84.0% |