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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $0 |
Filed as: NYLIFE SECURITIES, LLC Service code 55 6565 AMERICAS PKWY NE, SUITE 500 · ALBUQUERQUE, NM 871108124 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,717 | $84,233-69.5% | $170,436-84.9% | $70,131-63.3% |
| Participation rate | 67.0% | 70.8%-3.8pp | 83.6%-16.6pp | 69.5%-2.5pp |
| Annual return | 20.75% | 23.06%-2.3pp | 205.94%-185.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,060 | $3,086-0.8% | $4,939-38.0% | $3,332-8.2% |
| Admin fee / account holder | $12 | $5,698-99.8% | $13,880-99.9% | $4,645-99.7% |