Filed July 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $0 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $0 |
PENSION ASSURANCE LLP7 years Filed as: THE PENSION SERVICE Service code 13 PO BOX 478 · NORTH HAVEN, CT 06473 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,666 | $50,902+13.3% | $155,534-62.9% | $77,736-25.8% |
| Participation rate | 26.5% | 63.1%-36.6pp | 78.2%-51.7pp | 70.6%-44.1pp |
| Annual return | 15.56% | 34.85%-19.3pp | 64.92%-49.4pp | 31.26%-15.7pp |
| Employer contribution / active EE | $797 | $1,991-60.0% | $4,675-82.9% | $2,728-70.8% |
| Participant deferral / active EE | $1,111 | $2,824-60.7% | $5,630-80.3% | $4,651-76.1% |
| Admin fee / account holder | $195 | $437-55.4% | $15,900-98.8% | $433-55.0% |