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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS10+ years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 51 1220 PONTIAC AVENUE, SUITE 301 · CRANSTON, RI 02920 | Investment Mgmt Fees | $8,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,957 | $46,688-87.2% | $189,758-96.9% | $69,733-91.5% |
| Participation rate | 55.8% | 61.7%-5.9pp | 79.8%-24.0pp | 62.5%-6.7pp |
| Annual return | 9.71% | 14.35%-4.6pp | 52.62%-42.9pp | 15.22%-5.5pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $0 | $2,143-100.0% | $5,856-100.0% | $3,054-100.0% |
| Admin fee / account holder | $59 | $1,700-96.6% | $20,388-99.7% | $3,102-98.1% |