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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 15 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $4,030 |
Service code 63 · EIN 52-2114207 | 12b-1 Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,697 | $45,343-43.3% | $150,298-82.9% | $67,986-62.2% |
| Participation rate | 80.2% | 51.9%+28.4pp | 77.8%+2.4pp | 57.2%+23.0pp |
| Annual return | 18.11% | 33.28%-15.2pp | 62.79%-44.7pp | 31.67%-13.6pp |
| Employer contribution / active EE | $2,016 | $1,462+37.9% | $4,154-51.5% | $2,019-0.1% |
| Participant deferral / active EE | $4,100 | $2,055+99.6% | $5,453-24.8% | $3,358+22.1% |
| Admin fee / account holder | $11 | $2,250-99.5% | $14,116-99.9% | $3,203-99.6% |