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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS9+ years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 51 1220 PONTIAC AVENUE, SUITE 301 · CRANSTON, RI 02920 | Investment Mgmt Fees | $7,440 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,141 | $55,415-90.7% | $155,509-96.7% | $74,495-93.1% |
| Participation rate | 67.0% | 61.9%+5.1pp | 78.2%-11.2pp | 67.2%-0.2pp |
| Annual return | 9.03% | 268.50%-259.5pp | 64.67%-55.6pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $46 | $1,738-97.3% | $15,912-99.7% | $1,942-97.6% |