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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,600 |
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 | $67,385 | $63,905+5.4% | $74,184-9.2% | $57,658+16.9% |
| Participation rate | 88.3% | 79.8%+8.5pp | 76.6%+11.7pp | 70.2%+18.1pp |
| Annual return | 6.33% | 60.60%-54.3pp | 17.74%-11.4pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,387 | $1,840-24.7% | $2,370-41.5% | $1,974-29.8% |
| Participant deferral / active EE | $4,729 | $3,448+37.1% | $3,550+33.2% | $3,061+54.5% |
| Admin fee / account holder | $7 | $91-91.9% | $5,586-99.9% | $95-92.2% |