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| Provider | Service type | Compensation |
|---|---|---|
AMERICA'S 401K, INC.1+ years Filed as: AMERICA'S 401(K), INC. Service code 70 · EIN 75-2261114 | Consulting Fees | $15,798 |
JOHNSON & SHELDON, PLLC1+ years Filed as: JOHNSON & SHELDON PLLC Service code 10 · EIN 46-3602660 | Accounting | $5,100 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,586 | $58,828-88.8% | $78,002-91.6% | $62,881-89.5% |
| Participation rate | 78.6% | 71.1%+7.5pp | 75.5%+3.0pp | 69.3%+9.3pp |
| Annual return | -22.51% | 17.16%-39.7pp | 425.99%-448.5pp | 20.14%-42.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $177 | $4,393-96.0% | $5,481-96.8% | $4,296-95.9% |