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| Provider | Service type | Compensation |
|---|---|---|
HPL&S INC2+ years Filed as: HPL&S INC. Service code 13 · EIN 36-2903818 700 BUSSE ROAD · ELK GROVE VILLAGE, IL 60007 | Contract Administrator | $1,894 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MGMT CO., INC. Service code 64 · EIN 95-6817943 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $25,151 | $63,905-60.6% | $74,184-66.1% | $57,658-56.4% |
| Participation rate | 41.4% | 79.8%-38.4pp | 76.6%-35.2pp | 70.2%-28.8pp |
| Annual return | 7.23% | 60.60%-53.4pp | 17.74%-10.5pp | 5.13%+2.1pp |
| Employer contribution / active EE | $67 | $1,840-96.4% | $2,370-97.2% | $1,974-96.6% |
| Participant deferral / active EE | $905 | $3,448-73.8% | $3,550-74.5% | $3,061-70.4% |
| Admin fee / account holder | $24 | $91-73.8% | $5,586-99.6% | $95-74.8% |