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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Service code 15 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping | $1,160 |
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.
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 | $12,221 | $66,302-81.6% | $110,241-88.9% | $56,287-78.3% |
| Participation rate | 45.5% | 74.9%-29.5pp | 79.8%-34.4pp | 69.9%-24.4pp |
| Annual return | -6.77% | -1.18%-5.6pp | 314.75%-321.5pp | -9.96%+3.2pp |
| Employer contribution / active EE | $933 | $2,047-54.4% | $3,827-75.6% | $2,111-55.8% |
| Participant deferral / active EE | $1,604 | $3,381-52.6% | $4,672-65.7% | $3,350-52.1% |
| Admin fee / account holder | $17 | $698-97.6% | $8,548-99.8% | $521-96.7% |