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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 SERVICES · IRVINE, CA 92618 | Recordkeeping Fees | $3,103 |
RUDD & COMPANY PLLC1 year Filed as: RUDD & COMPANY, PLLC Service code 13 PO BOX 1895 · IDAHO FALLS, ID 834031895 | Contract Administrator | $1,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,101 | $51,226-90.0% | $82,706-93.8% | $66,930-92.4% |
| Participation rate | 60.2% | 67.9%-7.6pp | 72.6%-12.3pp | 69.8%-9.6pp |
| Annual return | -25.13% | -9.61%-15.5pp | 701.76%-726.9pp | 1.57%-26.7pp |
| Employer contribution / active EE | $713 | $2,612-72.7% | $3,007-76.3% | $2,545-72.0% |
| Participant deferral / active EE | $1,643 | $3,460-52.5% | $4,394-62.6% | $4,238-61.2% |
| Admin fee / account holder | $40 | $416-90.4% | $5,329-99.3% | $593-93.3% |