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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $495 |
Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 52 101 W. BIG BEAVER ROAD · TROY, MI 48084 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,360 | $48,265-20.5% | $68,791-44.2% | $68,494-44.0% |
| Participation rate | 85.6% | 60.7%+24.9pp | 69.0%+16.5pp | 67.9%+17.7pp |
| Annual return | -19.69% | -12.71%-7.0pp | -6.38%-13.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $3,949 | $1,829+116.0% | $2,655+48.7% | $2,596+52.1% |
| Participant deferral / active EE | $3,569 | $2,867+24.5% | $3,941-9.4% | $4,027-11.4% |
| Admin fee / account holder | $4 | $4,355-99.9% | $4,932-99.9% | $5,403-99.9% |