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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 25 · EIN 95-1411037 | Directed Trustee | $24,840 |
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $6,469 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $2,187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,710 | $54,237-45.2% | $90,324-67.1% | $67,582-56.0% |
| Participation rate | 37.2% | 68.6%-31.4pp | 73.3%-36.1pp | 71.3%-34.1pp |
| Annual return | 6.15% | 37.27%-31.1pp | 78.15%-72.0pp | 378.57%-372.4pp |
| Employer contribution / active EE | $699 | $1,846-62.1% | $2,856-75.5% | $2,148-67.5% |
| Participant deferral / active EE | $1,297 | $2,625-50.6% | $3,885-66.6% | $3,539-63.4% |
| Admin fee / account holder | $93 | $123-24.6% | $5,356-98.3% | $142-34.6% |