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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $12,211 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,136 | $104,497-75.0% | $159,487-83.6% | $79,389-67.1% |
| Participation rate | 61.5% | 76.6%-15.1pp | 82.8%-21.3pp | 70.7%-9.2pp |
| Annual return | 30.09% | 67.98%-37.9pp | 263.71%-233.6pp | 116.89%-86.8pp |
| Employer contribution / active EE | $2,890 | $3,418-15.4% | $4,831-40.2% | $2,428+19.0% |
| Participant deferral / active EE | $6,240 | $6,468-3.5% | $7,354-15.1% | $4,046+54.2% |
| Admin fee / account holder | $82 | $711-88.5% | $10,804-99.2% | $626-86.9% |