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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 | $11,053 |
LOREN D. STARK COMPANY3 years Filed as: LOREN D STARK COMPANY Service code 13 10750 ROCKLEY RD · HOUSTON, TX 770993516 | Contract Administrator | $4,470 |
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $3,891 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,414 | $76,669-79.9% | $96,520-84.0% | $71,495-78.4% |
| Participation rate | 70.7% | 66.6%+4.2pp | 74.3%-3.6pp | 67.9%+2.8pp |
| Annual return | 15.31% | 48.29%-33.0pp | 35.72%-20.4pp | 28.85%-13.5pp |
| Employer contribution / active EE | $725 | $3,031-76.1% | $3,739-80.6% | $2,589-72.0% |
| Participant deferral / active EE | $1,776 | $3,771-52.9% | $4,879-63.6% | $4,291-58.6% |
| Admin fee / account holder | $122 | $2,028-94.0% | $6,733-98.2% | $1,588-92.3% |