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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $26,910 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $16,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,189 | $47,766-11.7% | $82,763-49.0% | $64,824-34.9% |
| Participation rate | 42.8% | 67.7%-24.9pp | 72.6%-29.8pp | 71.5%-28.7pp |
| Annual return | -8.08% | -13.06%+5.0pp | 702.45%-710.5pp | 32.84%-40.9pp |
| Employer contribution / active EE | $1,169 | $2,182-46.4% | $3,008-61.1% | $2,507-53.4% |
| Participant deferral / active EE | $1,871 | $3,332-43.9% | $4,395-57.4% | $4,311-56.6% |
| Admin fee / account holder | $107 | $143-25.4% | $5,325-98.0% | $188-43.2% |