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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 15 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $2,593 |
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.
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 | $22,989 | $61,356-62.5% | $149,696-84.6% | $71,511-67.9% |
| Participation rate | 48.6% | 62.5%-13.9pp | 78.8%-30.2pp | 67.9%-19.3pp |
| Annual return | 22.13% | 35.86%-13.7pp | 134.46%-112.3pp | 28.86%-6.7pp |
| Employer contribution / active EE | $662 | $2,382-72.2% | $4,821-86.3% | $2,589-74.4% |
| Participant deferral / active EE | $1,595 | $2,920-45.4% | $5,682-71.9% | $4,291-62.8% |
| Admin fee / account holder | $12 | $1,263-99.1% | $13,212-99.9% | $1,588-99.3% |