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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL BANK AND TRUST COMPANY Service code 15 · EIN 95-6817943 | Recordkeeping | $4,233 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,691 | $85,169-56.9% | $172,755-78.8% | $72,983-49.7% |
| Participation rate | 53.5% | 70.1%-16.6pp | 82.6%-29.2pp | 69.5%-16.0pp |
| Annual return | 5.86% | 27.32%-21.5pp | 802.94%-797.1pp | 81.01%-75.1pp |
| Employer contribution / active EE | $3,664 | $3,324+10.2% | $5,144-28.8% | $2,440+50.2% |
| Participant deferral / active EE | $970 | $3,260-70.2% | $5,198-81.3% | $3,608-73.1% |
| Admin fee / account holder | $40 | $5,880-99.3% | $13,955-99.7% | $5,124-99.2% |