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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Service code 12 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping fees; Contract Administ... | $2,130 |
Filed as: FLYNN, SHOJINAGA & ASSOCIATES Service code 13 · EIN 68-0005849 1320 HARBOR BAY PKWY, SUITE 210 · ALAMEDA, CA 94502 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,290 | $64,138-6.0% | $112,258-46.3% | $66,930-9.9% |
| Participation rate | 42.9% | 68.5%-25.6pp | 75.1%-32.2pp | 69.8%-27.0pp |
| Annual return | -18.14% | -13.81%-4.3pp | 27.47%-45.6pp | 1.57%-19.7pp |
| Employer contribution / active EE | $1,890 | $3,006-37.1% | $3,636-48.0% | $2,545-25.7% |
| Participant deferral / active EE | $4,302 | $3,694+16.5% | $4,728-9.0% | $4,238+1.5% |
| Admin fee / account holder | $107 | $625-83.0% | $6,411-98.3% | $593-82.0% |