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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Service code 15 · EIN 95-6817943 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,468 | $42,548-63.6% | $74,551-79.3% | $56,289-72.5% |
| Participation rate | 38.4% | 60.5%-22.1pp | 69.1%-30.7pp | 69.9%-31.4pp |
| Annual return | -2.19% | 12.40%-14.6pp | 32.53%-34.7pp | -9.96%+7.8pp |
| Employer contribution / active EE | $422 | $855-50.6% | $1,961-78.5% | $2,111-80.0% |
| Participant deferral / active EE | $630 | $2,277-72.4% | $3,108-79.7% | $3,350-81.2% |
| Admin fee / account holder | $5 | $467-99.0% | $5,059-99.9% | $521-99.1% |