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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 15 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $955 |
Service code 63 · EIN 52-2114207 | 12b-1 Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,312 | $65,125-58.1% | $143,797-81.0% | $66,949-59.2% |
| Participation rate | 35.8% | 65.2%-29.4pp | 80.3%-44.5pp | 69.8%-34.0pp |
| Annual return | -17.56% | -11.13%-6.4pp | -0.04%-17.5pp | 1.57%-19.1pp |
| Employer contribution / active EE | $826 | $2,362-65.0% | $4,952-83.3% | $2,545-67.5% |
| Participant deferral / active EE | $1,658 | $2,920-43.2% | $5,638-70.6% | $4,239-60.9% |
| Admin fee / account holder | $7 | $503-98.6% | $14,679-100.0% | $594-98.8% |