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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL BANK AND TRUST Service code 15 P.O. BOX 6040 · INDIANAPOLIS, ID 462066040 | Recordkeeping | $3,169 |
CHAD M. BOREMAN2+ years Filed as: CHAD A. ROLAND Service code 27 16201 EAST INDIANA AVE., STE. 1750 · SPOKANE VALLEY, WA 99216 | Advisory (Plan) | $0 |
PROFESSIONAL BENEFIT SERVICES2+ years Service code 49 · EIN 93-0998477 1193 ROYVONNE AVE S, SUITE 22 · SALEM, OR 97302 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,923 | $39,859-75.1% | $78,676-87.4% | $57,658-82.8% |
| Participation rate | 27.8% | 66.1%-38.3pp | 73.6%-45.7pp | 70.2%-42.4pp |
| Annual return | 38.66% | 18.96%+19.7pp | 62.19%-23.5pp | 5.13%+33.5pp |
| Employer contribution / active EE | $318 | $1,786-82.2% | $2,850-88.8% | $1,974-83.9% |
| Participant deferral / active EE | $782 | $2,248-65.2% | $3,517-77.7% | $3,061-74.4% |
| Admin fee / account holder | $6 | $76-92.5% | $4,510-99.9% | $95-93.9% |