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 | $101,591-61.5% | $147,096-73.4% | $74,429-47.5% |
| Participation rate | 69.8% | 75.5%-5.7pp | 82.2%-12.4pp | 67.2%+2.6pp |
| Annual return | 40.94% | 8746.45%-8705.5pp | 419.75%-378.8pp | 1368.38%-1327.4pp |
| Employer contribution / active EE | $3,120 | $3,813-18.2% | $4,936-36.8% | $2,625+18.9% |
| Participant deferral / active EE | $6,043 | $7,302-17.2% | $8,071-25.1% | $4,348+39.0% |
| Admin fee / account holder | $276 | $1,750-84.2% | $13,005-97.9% | $1,944-85.8% |