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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,866 |
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 | $79,408 | $69,305+14.6% | $82,312-3.5% | $69,631+14.0% |
| Participation rate | 88.7% | 80.3%+8.4pp | 76.9%+11.8pp | 70.7%+18.0pp |
| Annual return | 23.73% | 21.47%+2.3pp | 25.88%-2.1pp | 27571.02%-27547.3pp |
| Employer contribution / active EE | $1,419 | $1,887-24.8% | $2,428-41.6% | $2,032-30.2% |
| Participant deferral / active EE | $5,091 | $3,568+42.7% | $3,706+37.4% | $3,224+57.9% |
| Admin fee / account holder | $7 | $97-92.7% | $5,608-99.9% | $110-93.6% |