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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,957 | $49,915-88.1% | $154,803-96.2% | $74,304-92.0% |
| Participation rate | 55.8% | 54.0%+1.8pp | 78.1%-22.3pp | 60.3%-4.6pp |
| Annual return | 9.71% | 34.06%-24.3pp | 58.88%-49.2pp | 29.43%-19.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $59 | $2,189-97.3% | $14,329-99.6% | $2,969-98.0% |