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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Service code 15 · EIN 95-6817943 | Recordkeeping | $3,005 |
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 | $11,121 | $37,134-70.1% | $100,671-89.0% | $52,331-78.7% |
| Participation rate | 30.4% | 57.7%-27.3pp | 70.7%-40.3pp | 68.1%-37.7pp |
| Annual return | -1.04% | 0.10%-1.1pp | 20.43%-21.5pp | 4.54%-5.6pp |
| Employer contribution / active EE | $266 | $1,187-77.6% | $4,012-93.4% | $1,882-85.9% |
| Participant deferral / active EE | $412 | $2,163-80.9% | $3,144-86.9% | $3,022-86.4% |
| Admin fee / account holder | $40 | $467-91.5% | $4,850-99.2% | $592-93.3% |