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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping fees... | $23,053 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,265 | $33,745+179.3% | $64,105+47.0% | $55,191+70.8% |
| Participation rate | 65.8% | 59.4%+6.5pp | 68.2%-2.4pp | 69.2%-3.3pp |
| Annual return | 11.87% | 4.95%+6.9pp | 791.24%-779.4pp | 10.78%+1.1pp |
| Employer contribution / active EE | $4,195 | $641+554.5% | $1,820+130.5% | $1,899+120.9% |
| Participant deferral / active EE | $919 | $1,929-52.4% | $2,822-67.4% | $3,046-69.8% |
| Admin fee / account holder | $77 | $94-18.4% | $4,499-98.3% | $91-15.2% |