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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,054 |
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 | $91,265 | $65,557+39.2% | $105,738-13.7% | $56,287+62.1% |
| Participation rate | 93.4% | 63.4%+30.0pp | 76.3%+17.1pp | 69.9%+23.6pp |
| Annual return | -4.71% | -1.32%-3.4pp | 6.27%-11.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,916 | $1,788+63.1% | $3,268-10.8% | $2,111+38.1% |
| Participant deferral / active EE | $3,672 | $2,418+51.9% | $4,080-10.0% | $3,350+9.6% |
| Admin fee / account holder | $5 | $561-99.1% | $6,913-99.9% | $521-99.0% |