Filed July 10, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,758 |
AMERICAN FUNDS1 year Filed as: CATALINA CAPITAL GROUP Service code 16 · EIN 47-1400485 | Consulting | $15,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $38,198 | $61,166-37.6% | $185,849-79.4% | $79,391-51.9% |
| Participation rate | 67.8% | 66.6%+1.2pp | 81.7%-13.9pp | 70.7%-2.9pp |
| Annual return | 13.15% | 19.45%-6.3pp | 122.10%-109.0pp | 116.88%-103.7pp |
| Employer contribution / active EE | $633 | $2,321-72.7% | $5,169-87.8% | $2,428-73.9% |
| Participant deferral / active EE | $2,314 | $2,789-17.0% | $5,569-58.4% | $4,046-42.8% |
| Admin fee / account holder | $7 | $710-99.0% | $16,244-100.0% | $627-98.9% |