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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 | $43,496-86.3% | $161,489-96.3% | $64,340-90.7% |
| Participation rate | 55.8% | 53.5%+2.2pp | 78.7%-22.9pp | 55.2%+0.5pp |
| Annual return | 9.71% | 20.76%-11.0pp | 89.72%-80.0pp | 24.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $59 | $2,330-97.5% | $16,006-99.6% | $3,703-98.4% |