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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Directed Trustee | $91,717 |
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT ASSET MANAGEMENT LLC Service code 25 2500 ACTION RD · BIRMINGHAM, AK 35243 | Directed Trustee | $41,924 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,998 | $40,174-52.7% | $84,023-77.4% | $67,582-71.9% |
| Participation rate | 83.3% | 62.7%+20.6pp | 69.0%+14.3pp | 71.3%+12.0pp |
| Annual return | 5.19% | 25.82%-20.6pp | 71.32%-66.1pp | 378.57%-373.4pp |
| Employer contribution / active EE | $552 | $808-31.6% | $1,984-72.2% | $2,148-74.3% |
| Participant deferral / active EE | $336 | $2,301-85.4% | $3,239-89.6% | $3,539-90.5% |
| Admin fee / account holder | $147 | $128+14.4% | $6,102-97.6% | $142+3.2% |