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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Service code 15 · EIN 95-6817943 | Recordkeeping | $200 |
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 | $15,973 | $49,138-67.5% | $84,021-81.0% | $65,185-75.5% |
| Participation rate | 44.2% | 60.7%-16.6pp | 69.0%-24.9pp | 70.2%-26.0pp |
| Annual return | 21.65% | 23.00%-1.3pp | 71.32%-49.7pp | 29.38%-7.7pp |
| Employer contribution / active EE | $462 | $914-49.4% | $1,984-76.7% | $2,177-78.8% |
| Participant deferral / active EE | $747 | $2,397-68.8% | $3,239-76.9% | $3,514-78.7% |
| Admin fee / account holder | $3 | $543-99.5% | $6,102-100.0% | $847-99.7% |