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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 333 S HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping | $6,677 |
AVINTUS2+ years Service code 10 · EIN 04-3682160 113 SEABOARD LANE, STE B150 · FRANKLIN, TN 37067 | Accounting | $4,609 |
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 | $58,721 | $58,7260% | $92,240-36.3% | $62,293-5.7% |
| Participation rate | 45.7% | 68.3%-22.6pp | 76.5%-30.8pp | 69.5%-23.8pp |
| Annual return | 16.25% | 43.62%-27.4pp | 176.29%-160.0pp | 28.90%-12.6pp |
| Employer contribution / active EE | $294 | $2,392-87.7% | $3,680-92.0% | $2,042-85.6% |
| Participant deferral / active EE | $1,785 | $2,766-35.4% | $3,897-54.2% | $3,169-43.7% |
| Admin fee / account holder | $14 | $556-97.4% | $5,194-99.7% | $479-97.0% |