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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $4,730 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,154 | $59,220-37.3% | $96,570-61.5% | $79,391-53.2% |
| Participation rate | 45.6% | 61.9%-16.3pp | 69.8%-24.2pp | 70.7%-25.1pp |
| Annual return | 15.45% | 27.08%-11.6pp | 37.79%-22.3pp | 116.88%-101.4pp |
| Employer contribution / active EE | $303 | $1,216-75.1% | $2,357-87.2% | $2,428-87.5% |
| Participant deferral / active EE | $2,293 | $2,948-22.2% | $3,849-40.4% | $4,046-43.3% |
| Admin fee / account holder | $103 | $659-84.4% | $6,182-98.3% | $627-83.6% |