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| Provider | Service type | Compensation |
|---|---|---|
MERITAS ADVISORS LLC1 year Service code 27 4040 CIVIC CENTER DR STE 200 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,820 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $450 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $175 |
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,977 | $58,655-81.3% | $91,994-88.1% | $65,185-83.2% |
| Participation rate | 80.9% | 75.3%+5.6pp | 78.6%+2.3pp | 70.2%+10.7pp |
| Annual return | 27.92% | 33.92%-6.0pp | 69.04%-41.1pp | 29.38%-1.5pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,206 | $5,474-23.2% | $5,924-29.0% | $3,514+19.7% |
| Admin fee / account holder | $32 | $434-92.5% | $7,744-99.6% | $847-96.2% |