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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 · EIN 95-6817943 | Recordkeeping | $1,225 |
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.
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 | $16,719 | $50,666-67.0% | $76,667-78.2% | $65,186-74.4% |
| Participation rate | 40.4% | 68.8%-28.4pp | 72.1%-31.7pp | 70.2%-29.8pp |
| Annual return | 24.82% | 28.51%-3.7pp | 1166.74%-1141.9pp | 29.39%-4.6pp |
| Employer contribution / active EE | $1,202 | $1,575-23.7% | $2,303-47.8% | $2,177-44.8% |
| Participant deferral / active EE | $1,891 | $2,647-28.5% | $3,336-43.3% | $3,514-46.2% |
| Admin fee / account holder | $15 | $463-96.8% | $6,423-99.8% | $847-98.3% |