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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 28 RETIREMENT PLAN SERVICES · LOS ANGELES, CA 90071 | Investment Management | $665 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 19 333 S HOPE STREET, 5TH FLOOR · LOS ANGELES, CA 90071 | Securities Custodian | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,808 | $57,384-84.7% | $106,387-91.7% | $56,289-84.4% |
| Participation rate | 23.3% | 71.3%-48.0pp | 77.5%-54.1pp | 69.9%-46.5pp |
| Annual return | 0.00% | 5.91%-5.9pp | 0.25%-0.3pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,348-100.0% | $3,520-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,643 | $3,799-56.7% | $5,421-69.7% | $3,350-50.9% |
| Admin fee / account holder | $18 | $566-96.9% | $7,510-99.8% | $521-96.6% |