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| Provider | Service type | Compensation |
|---|---|---|
MERITAAS ADVISORS LLC1 year Service code 27 4040 CIVIC CENTER DR STE 200 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $34,846 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,344 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,479 | $64,612-72.9% | $86,439-79.8% | $64,814-73.0% |
| Participation rate | 95.0% | 81.5%+13.6pp | 80.3%+14.7pp | 71.5%+23.6pp |
| Annual return | -14.48% | 0.66%-15.1pp | 4395.55%-4410.0pp | 32.84%-47.3pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $8,041 | $7,497+7.3% | $6,952+15.7% | $4,310+86.5% |
| Admin fee / account holder | $72 | $169-57.3% | $6,732-98.9% | $188-61.6% |