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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 | $688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,141 | $37,117+0.1% | $147,614-74.8% | $55,191-32.7% |
| Participation rate | 40.4% | 63.6%-23.2pp | 84.6%-44.2pp | 69.2%-28.8pp |
| Annual return | 0.79% | 3.44%-2.7pp | 61.98%-61.2pp | 10.78%-10.0pp |
| Employer contribution / active EE | $128 | $1,620-92.1% | $5,564-97.7% | $1,899-93.2% |
| Participant deferral / active EE | $911 | $1,985-54.1% | $4,895-81.4% | $3,046-70.1% |
| Admin fee / account holder | $4 | $86-95.2% | $11,611-100.0% | $91-95.4% |