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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $27,351 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $15,861 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,233 | $52,188-1.8% | $86,656-40.9% | $74,473-31.2% |
| Participation rate | 38.1% | 66.3%-28.2pp | 71.7%-33.6pp | 70.7%-32.6pp |
| Annual return | 12.95% | 44.46%-31.5pp | 593.09%-580.1pp | 34.36%-21.4pp |
| Employer contribution / active EE | $1,096 | $2,282-52.0% | $3,025-63.8% | $2,638-58.5% |
| Participant deferral / active EE | $1,761 | $3,383-48.0% | $4,439-60.3% | $4,530-61.1% |
| Admin fee / account holder | $110 | $319-65.4% | $5,619-98.0% | $347-68.2% |