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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $4,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,737 | $54,573-29.0% | $90,970-57.4% | $73,497-47.3% |
| Participation rate | 41.4% | 61.2%-19.8pp | 69.0%-27.6pp | 70.7%-29.3pp |
| Annual return | 18.51% | 16.69%+1.8pp | 134.60%-116.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $234 | $991-76.4% | $2,122-89.0% | $2,270-89.7% |
| Participant deferral / active EE | $1,873 | $2,517-25.6% | $3,373-44.5% | $3,740-49.9% |
| Admin fee / account holder | $104 | $521-80.1% | $5,961-98.3% | $513-79.8% |