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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $6,030 |
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 | $90,444 | $69,305+30.5% | $82,312+9.9% | $69,631+29.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 19.86% | 21.47%-1.6pp | 25.88%-6.0pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $3,726 | $1,887+97.5% | $2,428+53.4% | $2,032+83.4% |
| Participant deferral / active EE | $5,443 | $3,568+52.5% | $3,706+46.9% | $3,224+68.8% |
| Admin fee / account holder | $12 | $97-87.6% | $5,608-99.8% | $110-89.1% |