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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 | $45,343-86.9% | $150,298-96.0% | $67,986-91.2% |
| Participation rate | 55.8% | 51.9%+3.9pp | 77.8%-22.0pp | 57.2%-1.4pp |
| Annual return | 9.71% | 33.28%-23.6pp | 62.79%-53.1pp | 31.67%-22.0pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $59 | $2,250-97.4% | $14,116-99.6% | $3,203-98.2% |