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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 | $3,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,925 | $36,916-56.9% | $156,551-89.8% | $57,658-72.4% |
| Participation rate | 61.4% | 63.4%-2.0pp | 84.0%-22.6pp | 70.2%-8.8pp |
| Annual return | 5.94% | 12.38%-6.4pp | 32.23%-26.3pp | 5.13%+0.8pp |
| Employer contribution / active EE | $522 | $1,571-66.8% | $5,501-90.5% | $1,974-73.6% |
| Participant deferral / active EE | $663 | $1,926-65.6% | $4,871-86.4% | $3,061-78.3% |
| Admin fee / account holder | $16 | $82-80.8% | $13,028-99.9% | $95-83.3% |