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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CATALINA CAPITAL GROUP, LLC Service code 27 · EIN 27-6767683 | Advisory (Plan) | $32,438 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $13,360 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,653 | $90,614-67.3% | $76,089-61.0% | $145,877-79.7% |
| Participation rate | 70.8% | 74.5%-3.7pp | 69.1%+1.7pp | 80.3%-9.5pp |
| Annual return | 11.81% | 623.80%-612.0pp | 360.94%-349.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $10,905 | $3,324+228.0% | $2,690+305.4% | $4,663+133.9% |
| Participant deferral / active EE | $16,157 | $5,168+212.6% | $4,259+279.3% | $6,691+141.5% |
| Admin fee / account holder | $252 | $8,376-97.0% | $6,418-96.1% | $13,402-98.1% |