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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 17 · EIN 43-1591643 | Pension Consulting | $10,132 |
Filed as: PENSION PLAN SPECIALISTS PC Service code 10 · EIN 26-1570786 | Accounting | $700 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT Service code 15 · EIN 46-2036678 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $550 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,991 | $55,437-82.0% | $155,534-93.6% | $74,459-86.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.15% | 269.58%-254.4pp | 64.92%-49.8pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $1,542 | $2,266-31.9% | $4,675-67.0% | $2,626-41.3% |
| Participant deferral / active EE | $437 | $2,837-84.6% | $5,630-92.2% | $4,350-89.9% |
| Admin fee / account holder | $6 | $1,742-99.7% | $15,900-100.0% | $1,945-99.7% |