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| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING1 year Filed as: COOK MARTIN POULSON, PC Service code 10 · EIN 87-0517946 632 N. MAIN · LOGAN, UT 84321 | Accounting | $50 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $25 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,929 | $81,474-49.8% | $133,971-69.4% | $73,493-44.3% |
| Participation rate | 25.2% | 76.4%-51.2pp | 79.8%-54.6pp | 70.7%-45.5pp |
| Annual return | 27.34% | 19.40%+7.9pp | 45.09%-17.8pp | 28.51%-1.2pp |
| Employer contribution / active EE | $908 | $2,209-58.9% | $3,919-76.8% | $2,270-60.0% |
| Participant deferral / active EE | $1,409 | $3,786-62.8% | $5,047-72.1% | $3,740-62.3% |
| Admin fee / account holder | $0 | $713-100.0% | $8,929-100.0% | $513-100.0% |