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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $900 |
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 | $86,526 | $50,643+70.9% | $106,619-18.8% | $55,167+56.8% |
| Participation rate | 92.6% | 65.6%+27.1pp | 78.0%+14.7pp | 69.0%+23.7pp |
| Annual return | 8.57% | 7.02%+1.6pp | 9.42%-0.8pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,664 | $1,626+63.9% | $3,947-32.5% | $1,963+35.7% |
| Participant deferral / active EE | $3,192 | $2,208+44.6% | $3,930-18.8% | $3,054+4.5% |
| Admin fee / account holder | $0 | $488-100.0% | $6,418-100.0% | $504-100.0% |