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| Provider | Service type | Compensation |
|---|---|---|
PENSION PLAN SPECIALISTS, PC2 years Filed as: PENSION PLAN SPECIALISTS Service code 10 · EIN 26-1570786 | Accounting | $3,462 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $925 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,573 | $62,624-81.5% | $177,989-93.5% | $77,643-85.1% |
| Participation rate | 43.8% | 66.8%-23.1pp | 77.1%-33.3pp | 70.6%-26.8pp |
| Annual return | 15.21% | 16.16%-0.9pp | 294.48%-279.3pp | 31.24%-16.0pp |
| Employer contribution / active EE | $837 | $1,909-56.2% | $3,949-78.8% | $2,726-69.3% |
| Participant deferral / active EE | $1,235 | $4,219-70.7% | $6,276-80.3% | $4,647-73.4% |
| Admin fee / account holder | $30 | $386-92.2% | $10,363-99.7% | $430-93.0% |