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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $1,075 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,090 | $37,196-70.2% | $154,108-92.8% | $55,725-80.1% |
| Participation rate | 63.3% | 64.1%-0.8pp | 83.0%-19.7pp | 70.9%-7.6pp |
| Annual return | -5.06% | 1319.68%-1324.7pp | 735.21%-740.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,235 | $1,614-23.5% | $5,298-76.7% | $2,078-40.6% |
| Participant deferral / active EE | $781 | $2,068-62.3% | $5,081-84.6% | $3,356-76.7% |
| Admin fee / account holder | $5 | $102-95.1% | $13,411-100.0% | $115-95.7% |