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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSION PLAN SPECIALISTS Service code 10 · EIN 26-1570786 | Accounting | $3,600 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $1,025 |
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.
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 | $10,460 | $65,428-84.0% | $169,390-93.8% | $71,511-85.4% |
| Participation rate | 56.4% | 66.9%-10.5pp | 77.2%-20.7pp | 67.9%-11.5pp |
| Annual return | 29.31% | 21.35%+8.0pp | 406.07%-376.8pp | 28.86%+0.5pp |
| Employer contribution / active EE | $964 | $2,064-53.3% | $4,013-76.0% | $2,589-62.8% |
| Participant deferral / active EE | $1,520 | $4,360-65.1% | $6,222-75.6% | $4,291-64.6% |
| Admin fee / account holder | $41 | $1,328-96.9% | $9,015-99.5% | $1,588-97.4% |