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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 333 S HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping | $6,899 |
AVINTUS1+ years Service code 10 · EIN 04-3682160 113 SEABOARD LANE, STE B150 · FRANKLIN, TN 37067 | Accounting | $6,059 |
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 | $54,396 | $52,884+2.9% | $84,753-35.8% | $55,167-1.4% |
| Participation rate | 47.6% | 67.5%-19.9pp | 76.6%-29.0pp | 69.0%-21.4pp |
| Annual return | 11.39% | 18.03%-6.6pp | 22.78%-11.4pp | 169.23%-157.8pp |
| Employer contribution / active EE | $280 | $2,233-87.5% | $3,574-92.2% | $1,963-85.8% |
| Participant deferral / active EE | $1,782 | $2,644-32.6% | $3,712-52.0% | $3,054-41.7% |
| Admin fee / account holder | $12 | $581-98.0% | $5,333-99.8% | $504-97.7% |