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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Service code 15 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping | $880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $13,862 | $71,192-80.5% | $117,861-88.2% | $62,293-77.7% |
| Participation rate | 36.9% | 74.2%-37.3pp | 79.7%-42.8pp | 69.5%-32.6pp |
| Annual return | 20.86% | 18.66%+2.2pp | 335.11%-314.2pp | 28.90%-8.0pp |
| Employer contribution / active EE | $837 | $1,934-56.7% | $3,786-77.9% | $2,042-59.0% |
| Participant deferral / active EE | $1,516 | $3,189-52.5% | $4,482-66.2% | $3,169-52.2% |
| Admin fee / account holder | $16 | $587-97.3% | $8,021-99.8% | $479-96.7% |