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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 13 · EIN 82-4555287 | Contract Administrator | $165 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RET PLAN SERICES Service code 63 | 12b-1 Fees | $0 |
CHERYL CRAGG1+ years Filed as: CHERYL WERNER Service code 27 EDWARD JONES · MIDLAND, TX 79707 | Advisory (Plan) | $0 |
Filed as: PENTEC PENSION MGT GROUP INC Service code 15 · EIN 75-2776689 | Recordkeeping | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,245 | $88,042-89.5% | $138,135-93.3% | $79,852-88.4% |
| Participation rate | 13.4% | 71.4%-58.0pp | 78.7%-65.3pp | 69.6%-56.2pp |
| Annual return | 0.00% | 20.58%-20.6pp | 20.51%-20.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $5,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,006 | $4,704-78.6% | $6,431-84.4% | $3,740-73.1% |
| Admin fee / account holder | $15 | $7,791-99.8% | $11,856-99.9% | $5,306-99.7% |