Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 82-4555287 | Recordkeeping | $12,143 |
Filed as: AKAMINE, OYADOMARI & KOSAKI CPAS Service code 10 · EIN 99-0272757 1440 KAPIOLANI BLVD., STE. 900 · HONOLULU, HI 96814 | Accounting | $9,948 |
Filed as: TRUOG-RYDING COMPANY Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $1,812 |
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.
Annual investment return 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.
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 | $3,157 | $52,279-94.0% | $89,435-96.5% | $79,856-96.0% |
| Participation rate | 60.8% | 57.5%+3.3pp | 68.0%-7.2pp | 69.6%-8.8pp |
| Annual return | 1.19% | 22.16%-21.0pp | 245.55%-244.4pp | 31.71%-30.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,124 | $2,740-59.0% | $3,890-71.1% | $3,741-69.9% |
| Admin fee / account holder | $223 | $3,356-93.3% | $4,884-95.4% | $5,306-95.8% |