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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,840 |
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 | $42,888 | $46,360-7.5% | $147,617-70.9% | $52,331-18.0% |
| Participation rate | 46.6% | 64.9%-18.4pp | 84.6%-38.1pp | 68.1%-21.5pp |
| Annual return | -0.73% | 1.62%-2.4pp | 61.98%-62.7pp | 4.54%-5.3pp |
| Employer contribution / active EE | $378 | $2,126-82.2% | $5,564-93.2% | $1,882-79.9% |
| Participant deferral / active EE | $1,377 | $2,258-39.0% | $4,895-71.9% | $3,022-54.4% |
| Admin fee / account holder | $16 | $766-97.9% | $11,612-99.9% | $592-97.2% |