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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERIOR AVE SUITE 1700 · CLEVELAND, OH 44144 | Advisory (Plan) | $14,045 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $500 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,192 | $69,774-46.7% | $67,575-45.0% | $74,459-50.1% |
| Participation rate | 65.0% | 71.4%-6.4pp | 72.9%-7.9pp | 67.2%-2.2pp |
| Annual return | 16.61% | -40.53%+57.1pp | 3528.98%-3512.4pp | 1369.70%-1353.1pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,361 | $3,636-35.1% | $4,003-41.0% | $4,350-45.7% |
| Admin fee / account holder | $6 | $890-99.4% | $3,993-99.9% | $1,945-99.7% |