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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Service code 12 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Participant communication; Claims pro... | $400 |
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).
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 | $11,513 | $50,385-77.2% | $75,501-84.8% | $62,293-81.5% |
| Participation rate | 99.2% | 67.7%+31.5pp | 72.4%+26.8pp | 69.5%+29.7pp |
| Annual return | 19.72% | 19.90%-0.2pp | 27.35%-7.6pp | 28.90%-9.2pp |
| Employer contribution / active EE | $1,414 | $1,537-8.0% | $2,352-39.9% | $2,042-30.8% |
| Participant deferral / active EE | $1,092 | $2,445-55.4% | $3,142-65.3% | $3,169-65.5% |
| Admin fee / account holder | $2 | $384-99.6% | $5,801-100.0% | $479-99.6% |