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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,700 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 49 · EIN 26-4310632 | Other Services | $4 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $110,827 | $66,302+67.2% | $110,243+0.5% | $56,287+96.9% |
| Participation rate | 50.0% | 74.9%-24.9pp | 79.8%-29.8pp | 69.9%-19.9pp |
| Annual return | -3.21% | -1.18%-2.0pp | 314.76%-318.0pp | -9.96%+6.8pp |
| Employer contribution / active EE | $2,843 | $2,047+38.8% | $3,827-25.7% | $2,111+34.6% |
| Participant deferral / active EE | $2,937 | $3,381-13.1% | $4,672-37.1% | $3,350-12.3% |
| Admin fee / account holder | $26 | $698-96.3% | $8,548-99.7% | $521-95.0% |