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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,331 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,346 | $57,096+14.4% | $94,229-30.7% | $55,191+18.4% |
| Participation rate | 41.9% | 75.7%-33.8pp | 78.8%-36.9pp | 69.2%-27.3pp |
| Annual return | 1.07% | 159.65%-158.6pp | 10.68%-9.6pp | 10.78%-9.7pp |
| Employer contribution / active EE | $2,292 | $1,708+34.2% | $3,587-36.1% | $1,899+20.7% |
| Participant deferral / active EE | $2,753 | $3,165-13.0% | $4,320-36.3% | $3,046-9.6% |
| Admin fee / account holder | $7 | $89-92.5% | $6,269-99.9% | $91-92.6% |