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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: THE CAPITAL GROUP INV ADVISORY Service code 27 · EIN 46-4255096 | Advisory (Plan) | $42,302 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,594 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,263 | $104,336-36.5% | $159,487-58.5% | $86,821-23.7% |
| Participation rate | 80.6% | 77.7%+2.9pp | 82.8%-2.2pp | 72.3%+8.3pp |
| Annual return | 15.96% | 26.32%-10.4pp | 263.71%-247.7pp | 97.94%-82.0pp |
| Employer contribution / active EE | $3,420 | $3,451-0.9% | $4,831-29.2% | $2,406+42.2% |
| Participant deferral / active EE | $9,635 | $6,837+40.9% | $7,354+31.0% | $4,132+133.2% |
| Admin fee / account holder | $272 | $172+58.0% | $10,804-97.5% | $170+60.4% |