Filed April 9, 2018
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $375 |
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 | $34,517 | $57,108-39.6% | $94,229-63.4% | $52,331-34.0% |
| Participation rate | 99.4% | 72.9%+26.4pp | 78.8%+20.6pp | 68.1%+31.2pp |
| Annual return | 7.73% | 1.47%+6.3pp | 10.68%-3.0pp | 4.54%+3.2pp |
| Employer contribution / active EE | $3,353 | $1,735+93.2% | $3,587-6.5% | $1,882+78.2% |
| Participant deferral / active EE | $5,758 | $3,040+89.4% | $4,320+33.3% | $3,022+90.5% |
| Admin fee / account holder | $2 | $546-99.7% | $6,269-100.0% | $592-99.7% |