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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,014 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 · EIN 26-4310632 | Other Services | $14 |
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 | $33,384 | $155,795-78.6% | $136,298-75.5% | $69,631-52.1% |
| Participation rate | 54.0% | 75.2%-21.3pp | 81.9%-28.0pp | 70.7%-16.7pp |
| Annual return | 18.22% | 232464.33%-232446.1pp | 5156.27%-5138.1pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $445 | $2,991-85.1% | $4,696-90.5% | $2,032-78.1% |
| Participant deferral / active EE | $2,877 | $5,394-46.7% | $6,247-53.9% | $3,224-10.7% |
| Admin fee / account holder | $16 | $128-87.8% | $9,244-99.8% | $110-85.9% |