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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 18 MANOR RD · SMITHTOWN, NY 11787 | Advisory (Plan) | $8,034 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $7,187 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,812 | $28,416+8.4% | $73,550-58.1% | $69,631-55.7% |
| Participation rate | 6.4% | 38.3%-31.9pp | 54.9%-48.5pp | 70.7%-64.3pp |
| Annual return | 18.34% | -694.13%+712.5pp | -15.16%+33.5pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $168 | $897-81.3% | $1,804-90.7% | $3,224-94.8% |
| Admin fee / account holder | $141 | $104+35.1% | $2,320-93.9% | $110+27.6% |