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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $14,492 |
EDWARD JONES4 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $9,273 |
THE HASLAUER GROUP, INC.3 years Filed as: THE HASLAUER GROUP INC Service code 13 1800 WILLIAMS BLVD STE C · KENNER, LA 70062 | Contract Administrator | $6,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,269 | $79,209-73.1% | $102,434-79.2% | $74,459-71.4% |
| Participation rate | 52.9% | 74.8%-21.8pp | 76.5%-23.6pp | 67.2%-14.3pp |
| Annual return | 12.49% | 54.98%-42.5pp | 29.46%-17.0pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $927 | $2,362-60.7% | $3,023-69.3% | $2,626-64.7% |
| Participant deferral / active EE | $2,297 | $4,417-48.0% | $5,055-54.6% | $4,350-47.2% |
| Admin fee / account holder | $202 | $2,002-89.9% | $9,462-97.9% | $1,945-89.6% |