Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $790 |
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 | $101,204 | $54,368+86.1% | $117,039-13.5% | $62,293+62.5% |
| Participation rate | 89.3% | 64.9%+24.3pp | 77.2%+12.1pp | 69.5%+19.8pp |
| Annual return | 17.87% | 21.77%-3.9pp | 18.95%-1.1pp | 28.90%-11.0pp |
| Employer contribution / active EE | $2,844 | $1,692+68.1% | $3,785-24.9% | $2,042+39.3% |
| Participant deferral / active EE | $3,332 | $2,269+46.8% | $3,929-15.2% | $3,169+5.1% |
| Admin fee / account holder | $4 | $493-99.1% | $5,974-99.9% | $479-99.1% |