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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL BANK & TRUST-AMERICAN FUNDS Service code 52 · EIN 95-6817643 | Indirect Investment Fees | $0 |
Service code 13 · EIN 06-1456310 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $19,946 | $57,108-65.1% | $94,224-78.8% | $52,331-61.9% |
| Participation rate | 38.9% | 72.9%-34.1pp | 78.8%-39.9pp | 68.1%-29.2pp |
| Annual return | -0.69% | 1.47%-2.2pp | 10.68%-11.4pp | 4.54%-5.2pp |
| Employer contribution / active EE | $539 | $1,735-68.9% | $3,587-85.0% | $1,882-71.4% |
| Participant deferral / active EE | $808 | $3,040-73.4% | $4,320-81.3% | $3,022-73.3% |
| Admin fee / account holder | $6 | $546-98.9% | $6,269-99.9% | $592-99.0% |