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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,961 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,160 | $65,118+9.3% | $76,767-7.3% | $55,725+27.7% |
| Participation rate | 86.4% | 79.6%+6.8pp | 77.0%+9.5pp | 70.9%+15.6pp |
| Annual return | -6.55% | -1.27%-5.3pp | 2.43%-9.0pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,502 | $1,941-22.6% | $2,485-39.6% | $2,078-27.7% |
| Participant deferral / active EE | $5,417 | $3,688+46.9% | $3,852+40.6% | $3,356+61.4% |
| Admin fee / account holder | $6 | $116-94.6% | $6,675-99.9% | $115-94.5% |