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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5+ years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 51 1220 PONTIAC AVENUE, SUITE 301 · CRANSTON, RI 02920 | Investment Mgmt Fees | $5,957 |
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 | $5,343 | $58,895-90.9% | $178,503-97.0% | $73,497-92.7% |
| Participation rate | 51.3% | 66.2%-14.9pp | 81.9%-30.6pp | 70.7%-19.4pp |
| Annual return | -2.17% | 24.86%-27.0pp | 151.12%-153.3pp | 28.51%-30.7pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $58 | $400-85.4% | $13,987-99.6% | $513-88.6% |