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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Service code 15 · EIN 95-6817943 | Recordkeeping | $1,915 |
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 | $11,776 | $38,969-69.8% | $109,313-89.2% | $55,167-78.7% |
| Participation rate | 26.6% | 58.2%-31.6pp | 71.3%-44.7pp | 69.0%-42.4pp |
| Annual return | 7.41% | 8.26%-0.8pp | 22.07%-14.7pp | 169.23%-161.8pp |
| Employer contribution / active EE | $333 | $1,227-72.8% | $3,892-91.4% | $1,963-83.0% |
| Participant deferral / active EE | $511 | $2,176-76.5% | $3,166-83.8% | $3,054-83.3% |
| Admin fee / account holder | $24 | $501-95.2% | $5,666-99.6% | $504-95.2% |