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| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $7,935 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,435 | $50,919-44.2% | $155,556-81.7% | $77,762-63.4% |
| Participation rate | 38.1% | 63.1%-25.0pp | 78.2%-40.1pp | 70.6%-32.5pp |
| Annual return | 14.30% | 34.84%-20.5pp | 64.84%-50.5pp | 31.27%-17.0pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,192 | $2,824-57.8% | $5,631-78.8% | $4,651-74.4% |
| Admin fee / account holder | $33 | $437-92.5% | $15,885-99.8% | $433-92.4% |