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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL BANK & TRUST/AMERICAN FUNDS Service code 19 · EIN 95-6817943 | Securities Custodian | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,914 | $70,908-66.3% | $98,907-75.8% | $73,488-67.5% |
| Participation rate | 36.6% | 73.8%-37.2pp | 76.0%-39.4pp | 70.7%-34.1pp |
| Annual return | 13.16% | 34.17%-21.0pp | 196.43%-183.3pp | 28.51%-15.4pp |
| Employer contribution / active EE | $648 | $2,036-68.2% | $2,689-75.9% | $2,270-71.5% |
| Participant deferral / active EE | $1,522 | $3,500-56.5% | $4,244-64.2% | $3,740-59.3% |
| Admin fee / account holder | $47 | $535-91.3% | $6,642-99.3% | $513-90.9% |