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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $250 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,554 | $51,466-13.4% | $78,778-43.4% | $62,293-28.5% |
| Participation rate | 19.3% | 59.8%-40.5pp | 69.2%-49.9pp | 69.5%-50.2pp |
| Annual return | 20.69% | 19.96%+0.7pp | 35.62%-14.9pp | 28.90%-8.2pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,069 | $2,147-50.2% | $2,958-63.9% | $3,169-66.3% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |