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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 | $3,988 |
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 | $73,131 | $72,770+0.5% | $67,652+8.1% | $55,191+32.5% |
| Participation rate | 82.3% | 78.8%+3.5pp | 75.7%+6.6pp | 69.2%+13.1pp |
| Annual return | 1.06% | -3.26%+4.3pp | 6625.40%-6624.3pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,335 | $1,769-24.5% | $2,266-41.1% | $1,899-29.7% |
| Participant deferral / active EE | $4,467 | $3,408+31.1% | $3,560+25.5% | $3,046+46.6% |
| Admin fee / account holder | $7 | $79-91.1% | $4,821-99.9% | $91-92.3% |