Filed May 16, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,960 |
AMERICAN FUNDS1 year Filed as: THE CAPITAL GROUP INV ADVISORY Service code 27 · EIN 46-4255096 | Advisory (Plan) | $26,270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $39,076 | $101,653-61.6% | $147,080-73.4% | $74,459-47.5% |
| Participation rate | 69.8% | 75.6%-5.7pp | 82.2%-12.4pp | 67.2%+2.6pp |
| Annual return | 40.94% | 8754.98%-8714.0pp | 420.17%-379.2pp | 1369.70%-1328.8pp |
| Employer contribution / active EE | $3,120 | $3,813-18.2% | $4,933-36.8% | $2,626+18.8% |
| Participant deferral / active EE | $6,043 | $7,304-17.3% | $8,066-25.1% | $4,350+38.9% |
| Admin fee / account holder | $276 | $1,752-84.2% | $12,989-97.9% | $1,945-85.8% |