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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $650 |
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 | $82,764 | $47,969+72.5% | $85,969-3.7% | $52,331+58.2% |
| Participation rate | 88.6% | 61.7%+26.9pp | 76.5%+12.0pp | 68.1%+20.5pp |
| Annual return | -0.08% | -0.13%+0.1pp | 9.32%-9.4pp | 4.54%-4.6pp |
| Employer contribution / active EE | $2,533 | $1,460+73.5% | $3,474-27.1% | $1,882+34.6% |
| Participant deferral / active EE | $2,650 | $2,110+25.6% | $3,829-30.8% | $3,022-12.3% |
| Admin fee / account holder | $0 | $530-100.0% | $6,053-100.0% | $592-100.0% |