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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $24,322 |
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $12,296 |
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 | $43,710 | $58,344-25.1% | $98,506-55.6% | $86,821-49.7% |
| Participation rate | 48.5% | 68.4%-19.9pp | 73.3%-24.8pp | 72.3%-23.8pp |
| Annual return | 30.66% | 43.47%-12.8pp | 1494.92%-1464.3pp | 97.94%-67.3pp |
| Employer contribution / active EE | $1,240 | $2,008-38.2% | $2,961-58.1% | $2,406-48.5% |
| Participant deferral / active EE | $2,019 | $3,156-36.0% | $4,277-52.8% | $4,132-51.1% |
| Admin fee / account holder | $92 | $138-33.1% | $5,955-98.5% | $170-45.6% |