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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5+ years Service code 15 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping | $1,055 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,971 | $81,474-69.4% | $133,959-81.4% | $73,493-66.0% |
| Participation rate | 38.4% | 76.4%-38.0pp | 79.8%-41.4pp | 70.7%-32.3pp |
| Annual return | 15.30% | 19.40%-4.1pp | 45.09%-29.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $967 | $2,209-56.2% | $3,919-75.3% | $2,270-57.4% |
| Participant deferral / active EE | $1,630 | $3,786-56.9% | $5,047-67.7% | $3,740-56.4% |
| Admin fee / account holder | $15 | $713-97.9% | $8,928-99.8% | $513-97.1% |