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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 37 · EIN 95-6817943 333 HOPE STREET, 55TH FLOOR · LOS ANGELES, CA 90071 | Loan Processing | $6,430 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 71 · EIN 41-0746749 220 S. 6TH ST. STE 300 · MINNEAPOLIS, MN 55402 | Brokerage Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,506 | $37,117-42.1% | $147,617-85.4% | $55,191-61.0% |
| Participation rate | 29.8% | 63.6%-33.8pp | 84.6%-54.8pp | 69.2%-39.4pp |
| Annual return | 0.77% | 3.44%-2.7pp | 61.98%-61.2pp | 10.78%-10.0pp |
| Employer contribution / active EE | $288 | $1,620-82.2% | $5,564-94.8% | $1,899-84.8% |
| Participant deferral / active EE | $737 | $1,985-62.9% | $4,895-84.9% | $3,046-75.8% |
| Admin fee / account holder | $30 | $86-65.0% | $11,612-99.7% | $91-67.1% |