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| 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 | $50,860-58.5% | $155,574-86.4% | $77,714-72.9% |
| Participation rate | 71.2% | 63.1%+8.1pp | 78.2%-7.0pp | 70.6%+0.6pp |
| Annual return | 18.12% | 34.86%-16.7pp | 64.87%-46.7pp | 31.26%-13.1pp |
| Employer contribution / active EE | $1,084 | $1,991-45.5% | $4,676-76.8% | $2,727-60.2% |
| Participant deferral / active EE | $2,517 | $2,825-10.9% | $5,629-55.3% | $4,649-45.9% |
| Admin fee / account holder | $15 | $436-96.6% | $15,914-99.9% | $433-96.5% |