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 FUNDS4 years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 15 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $4,889 |
Service code 63 · EIN 52-2114207 | 12b-1 Fees | $0 |
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 | $21,083 | $50,919-58.6% | $155,556-86.4% | $77,762-72.9% |
| Participation rate | 71.2% | 63.1%+8.1pp | 78.2%-7.0pp | 70.6%+0.6pp |
| Annual return | 18.12% | 34.84%-16.7pp | 64.84%-46.7pp | 31.27%-13.1pp |
| Employer contribution / active EE | $1,084 | $1,991-45.6% | $4,675-76.8% | $2,728-60.3% |
| Participant deferral / active EE | $2,517 | $2,824-10.9% | $5,631-55.3% | $4,651-45.9% |
| Admin fee / account holder | $15 | $437-96.6% | $15,885-99.9% | $433-96.5% |