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| Provider | Service type | Compensation |
|---|---|---|
SUNBURST PENSION SERVICES2 years Service code 13 · EIN 90-0288844 2919 E. MENLO ST. · MESA, AZ 85213 | Contract Administrator | $250 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $125 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,492 | $59,263+52.7% | $96,562-6.3% | $79,386+14.0% |
| Participation rate | 20.7% | 61.9%-41.2pp | 69.8%-49.1pp | 70.7%-50.0pp |
| Annual return | 17.27% | 27.07%-9.8pp | 37.78%-20.5pp | 116.85%-99.6pp |
| Employer contribution / active EE | $484 | $1,216-60.2% | $2,356-79.5% | $2,427-80.1% |
| Participant deferral / active EE | $1,190 | $2,948-59.6% | $3,849-69.1% | $4,046-70.6% |
| Admin fee / account holder | $9 | $658-98.7% | $6,181-99.9% | $626-98.6% |