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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 15 · EIN 82-4555287 | Recordkeeping | $16,697 |
EDWARD JONES1 year Service code 26 · EIN 43-0345811 | Advisory (Participants) | $911 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $50 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $36 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,011 | $59,159-71.2% | $159,960-89.4% | $66,914-74.6% |
| Participation rate | 57.9% | 68.1%-10.2pp | 78.0%-20.1pp | 69.8%-11.9pp |
| Annual return | -25.41% | -12.26%-13.2pp | 408.60%-434.0pp | 1.58%-27.0pp |
| Employer contribution / active EE | $1,802 | $1,983-9.1% | $4,226-57.4% | $2,544-29.2% |
| Participant deferral / active EE | $3,264 | $4,395-25.7% | $6,182-47.2% | $4,237-23.0% |
| Admin fee / account holder | $138 | $591-76.6% | $8,698-98.4% | $593-76.7% |