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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS ADMINISTRATORS, LLC2 years Filed as: BENEFITS ADMINISTRATORS Service code 13 · EIN 61-1291181 269 W MAIN ST · LEXINGTON, KY 40507 | Contract Administrator | $22,872 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 99 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Other Fees | $1,625 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,879 | $89,465-86.7% | $165,071-92.8% | $77,736-84.7% |
| Participation rate | 15.2% | 78.6%-63.4pp | 78.6%-63.4pp | 70.6%-55.4pp |
| Annual return | 15.52% | 28.86%-13.3pp | 70.17%-54.7pp | 31.26%-15.7pp |
| Employer contribution / active EE | $233 | $2,565-90.9% | $4,347-94.6% | $2,728-91.5% |
| Participant deferral / active EE | $411 | $4,904-91.6% | $6,035-93.2% | $4,651-91.2% |
| Admin fee / account holder | $49 | $340-85.6% | $12,695-99.6% | $433-88.7% |