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| Provider | Service type | Compensation |
|---|---|---|
BEASLEY & COMPANY2 years Service code 13 · EIN 73-1412334 2626 E. 21ST ST. STE 1 · TULSA, OK 74114 | Contract Administrator | $1,550 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT Service code 64 · EIN 95-1411037 COMPANY, INC · LOS ANGELES, CA 90071 | Recordkeeping Fees | $938 |
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).
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 | $29,458 | $54,368-45.8% | $117,039-74.8% | $62,293-52.7% |
| Participation rate | 44.4% | 64.9%-20.5pp | 77.2%-32.7pp | 69.5%-25.1pp |
| Annual return | 16.12% | 21.77%-5.7pp | 18.95%-2.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $750 | $1,692-55.7% | $3,785-80.2% | $2,042-63.3% |
| Participant deferral / active EE | $1,139 | $2,269-49.8% | $3,929-71.0% | $3,169-64.1% |
| Admin fee / account holder | $32 | $493-93.5% | $5,974-99.5% | $479-93.4% |