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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 · EIN 95-6817943 | Recordkeeping | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,892 | $50,385-82.4% | $75,501-88.2% | $62,293-85.7% |
| Participation rate | 29.7% | 67.7%-38.0pp | 72.4%-42.6pp | 69.5%-39.8pp |
| Annual return | 0.00% | 19.90%-19.9pp | 27.35%-27.4pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,025 | $1,537-33.3% | $2,352-56.4% | $2,042-49.8% |
| Participant deferral / active EE | $1,650 | $2,445-32.5% | $3,142-47.5% | $3,169-48.0% |
| Admin fee / account holder | $7 | $384-98.1% | $5,801-99.9% | $479-98.5% |