Filed June 1, 2026 (most recent of 3 filings on file)
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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 | $11,932 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,046 | $71,802-10.8% | $133,980-52.2% | $57,658+11.1% |
| Participation rate | 96.6% | 85.5%+11.1pp | 87.1%+9.5pp | 70.2%+26.3pp |
| Annual return | 11.18% | 13.51%-2.3pp | 29.30%-18.1pp | 5.13%+6.0pp |
| Employer contribution / active EE | $3,123 | $3,161-1.2% | $5,211-40.1% | $1,974+58.2% |
| Participant deferral / active EE | $3,017 | $4,606-34.5% | $6,282-52.0% | $3,061-1.4% |
| Admin fee / account holder | $26 | $88-70.3% | $9,324-99.7% | $95-72.4% |