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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,896 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 · EIN 26-4310632 | Other Services | $19 |
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.
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 | $27,723 | $75,183-63.1% | $123,894-77.6% | $55,167-49.7% |
| Participation rate | 51.6% | 72.8%-21.2pp | 81.4%-29.8pp | 69.0%-17.4pp |
| Annual return | 8.43% | 19.01%-10.6pp | 47.52%-39.1pp | 169.23%-160.8pp |
| Employer contribution / active EE | $349 | $2,823-87.7% | $4,617-92.4% | $1,963-82.2% |
| Participant deferral / active EE | $2,611 | $5,084-48.6% | $5,984-56.4% | $3,054-14.5% |
| Admin fee / account holder | $19 | $663-97.2% | $8,357-99.8% | $504-96.3% |