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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Service code 15 · EIN 95-6817943 | Recordkeeping | $1,355 |
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 | $10,887 | $44,221-75.4% | $121,220-91.0% | $56,287-80.7% |
| Participation rate | 35.2% | 61.1%-25.8pp | 71.8%-36.5pp | 69.9%-34.6pp |
| Annual return | -5.01% | -3.58%-1.4pp | 16.94%-22.0pp | -9.96%+4.9pp |
| Employer contribution / active EE | $438 | $1,480-70.4% | $4,023-89.1% | $2,111-79.2% |
| Participant deferral / active EE | $613 | $2,521-75.7% | $3,345-81.7% | $3,350-81.7% |
| Admin fee / account holder | $16 | $480-96.6% | $5,021-99.7% | $521-96.9% |