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| Provider | Service type | Compensation |
|---|---|---|
AMERICA'S 401K, INC.1 year Filed as: AMERICA'S 401(K), INC. Service code 13 · EIN 75-2261114 | Contract Administrator | $15,529 |
Annual investment return 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.
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 | $8,540 | $33,067-74.2% | $76,518-88.8% | $56,287-84.8% |
| Participation rate | 71.0% | 55.4%+15.6pp | 68.0%+3.0pp | 69.9%+1.2pp |
| Annual return | -8.83% | 2.72%-11.5pp | -0.27%-8.6pp | -9.96%+1.1pp |
| Employer contribution / active EE | $827 | $1,200-31.1% | $2,647-68.8% | $2,111-60.8% |
| Participant deferral / active EE | $1,583 | $2,240-29.3% | $3,836-58.7% | $3,350-52.8% |
| Admin fee / account holder | $65 | $537-87.9% | $4,849-98.7% | $521-87.5% |