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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $22,184 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $9,866 |
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 | $31,909 | $52,722-39.5% | $90,461-64.7% | $73,412-56.5% |
| Participation rate | 44.6% | 67.7%-23.1pp | 72.7%-28.1pp | 72.2%-27.6pp |
| Annual return | 7.48% | 20.70%-13.2pp | 1294.76%-1287.3pp | 59.30%-51.8pp |
| Employer contribution / active EE | $971 | $1,872-48.1% | $3,264-70.2% | $2,234-56.5% |
| Participant deferral / active EE | $1,668 | $2,810-40.6% | $3,964-57.9% | $3,806-56.2% |
| Admin fee / account holder | $83 | $117-29.3% | $5,617-98.5% | $158-47.7% |