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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 · EIN 95-1411037 | Recordkeeping | $6,735 |
Participant contribution per participant 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 | $35,675 | $75,388-52.7% | $123,549-71.1% | $55,725-36.0% |
| Participation rate | 75.2% | 75.7%-0.5pp | 82.3%-7.1pp | 70.9%+4.3pp |
| Annual return | -4.32% | 4.48%-8.8pp | 119.20%-123.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $3,115 | $3,063+1.7% | $4,628-32.7% | $2,078+49.9% |
| Participant deferral / active EE | $1,741 | $5,651-69.2% | $6,426-72.9% | $3,356-48.1% |
| Admin fee / account holder | $12 | $120-89.8% | $9,284-99.9% | $115-89.4% |