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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 | $800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,630 | $55,453-55.6% | $170,439-85.5% | $62,293-60.5% |
| Participation rate | 61.5% | 66.4%-4.9pp | 83.6%-22.1pp | 69.5%-8.0pp |
| Annual return | 20.11% | 21.38%-1.3pp | 205.94%-185.8pp | 28.90%-8.8pp |
| Employer contribution / active EE | $452 | $2,164-79.1% | $5,433-91.7% | $2,042-77.8% |
| Participant deferral / active EE | $830 | $2,303-64.0% | $4,939-83.2% | $3,169-73.8% |
| Admin fee / account holder | $8 | $455-98.3% | $13,881-99.9% | $479-98.4% |