Filed July 10, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,384 |
AMERICAN FUNDS3 years Filed as: CATALINA CAPITAL GROUP Service code 16 · EIN 47-1400485 | Consulting | $22,085 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,310 | $47,180+0.3% | $149,723-68.4% | $74,473-36.5% |
| Participation rate | 64.0% | 63.4%+0.6pp | 78.8%-14.7pp | 70.7%-6.7pp |
| Annual return | 15.59% | 22.75%-7.2pp | 134.50%-118.9pp | 34.36%-18.8pp |
| Employer contribution / active EE | $632 | $1,907-66.9% | $4,821-86.9% | $2,638-76.1% |
| Participant deferral / active EE | $2,016 | $2,730-26.2% | $5,682-64.5% | $4,530-55.5% |
| Admin fee / account holder | $17 | $343-94.9% | $13,215-99.9% | $347-95.0% |