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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 | $3,625 |
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 | $58,696 | $46,732+25.6% | $156,551-62.5% | $55,167+6.4% |
| Participation rate | 68.3% | 65.8%+2.5pp | 84.0%-15.7pp | 69.0%-0.7pp |
| Annual return | 8.70% | 17.72%-9.0pp | 32.23%-23.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $2,565 | $2,105+21.9% | $5,501-53.4% | $1,963+30.7% |
| Participant deferral / active EE | $4,553 | $2,204+106.6% | $4,871-6.5% | $3,054+49.1% |
| Admin fee / account holder | $17 | $418-96.0% | $13,028-99.9% | $504-96.7% |