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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 17 · EIN 35-2552359 | Pension Consulting | $11,786 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 15 · EIN 82-4555287 6455 IRVINE CENTER DR · IRVINE, CA 926184518 | Recordkeeping | $6,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,269 | $59,448-71.0% | $93,696-81.6% | $74,459-76.8% |
| Participation rate | 51.5% | 59.6%-8.2pp | 68.7%-17.3pp | 67.2%-15.8pp |
| Annual return | 13.94% | 82.11%-68.2pp | 133.74%-119.8pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $1,545 | $1,266+22.0% | $2,422-36.2% | $2,626-41.1% |
| Participant deferral / active EE | $2,898 | $3,052-5.1% | $4,417-34.4% | $4,350-33.4% |
| Admin fee / account holder | $122 | $3,027-96.0% | $8,287-98.5% | $1,945-93.7% |