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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1+ years Service code 13 · EIN 13-5381590 150 BOUSH STREET, SUITE 1100 · NORFOLK, VA 23510 | Contract Administrator | $1,775 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-6817943 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,875 | $41,467+15.5% | $67,313-28.9% | $55,725-14.1% |
| Participation rate | 55.4% | 62.5%-7.1pp | 69.1%-13.7pp | 70.9%-15.5pp |
| Annual return | -8.63% | 0.82%-9.4pp | -4.08%-4.5pp | 244.93%-253.6pp |
| Employer contribution / active EE | $432 | $1,316-67.2% | $2,566-83.2% | $2,078-79.2% |
| Participant deferral / active EE | $738 | $2,399-69.3% | $3,568-79.3% | $3,356-78.0% |
| Admin fee / account holder | $10 | $102-90.7% | $4,507-99.8% | $115-91.7% |