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| Provider | Service type | Compensation |
|---|---|---|
SWENSON CORPORATION2 years Service code 10 10606 TRADEMARK PKWY STE 203 · RANCHO CUCAMONGA, CA 91730 | Accounting | $8,292 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,334 | $69,708-47.9% | $67,560-46.2% | $74,478-51.2% |
| Participation rate | 44.1% | 71.4%-27.3pp | 72.9%-28.8pp | 67.2%-23.1pp |
| Annual return | 27.67% | -40.67%+68.3pp | 3533.50%-3505.8pp | 1370.56%-1342.9pp |
| Employer contribution / active EE | $244 | $2,715-91.0% | $2,737-91.1% | $2,626-90.7% |
| Participant deferral / active EE | $1,442 | $3,637-60.4% | $4,004-64.0% | $4,350-66.9% |
| Admin fee / account holder | $53 | $887-94.0% | $3,994-98.7% | $1,946-97.3% |