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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Service code 15 12711 N. MERIDIAN ST. · CARMEL, IN 460329181 | Recordkeeping | $12,791 |
Service code 14 · EIN 20-3039384 3251 ESPLANADE · CHICO, CA 95973 | Plan Administrator | $1,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,873 | $59,328-32.8% | $118,946-66.5% | $73,493-45.7% |
| Participation rate | 59.6% | 62.3%-2.6pp | 75.4%-15.7pp | 70.7%-11.0pp |
| Annual return | 23.33% | 19.13%+4.2pp | 35.89%-12.6pp | 28.51%-5.2pp |
| Employer contribution / active EE | $2,560 | $1,803+41.9% | $3,263-21.6% | $2,270+12.8% |
| Participant deferral / active EE | $4,221 | $2,604+62.1% | $4,266-1.1% | $3,740+12.9% |
| Admin fee / account holder | $176 | $600-70.7% | $6,581-97.3% | $513-65.7% |