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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 | $1,600 |
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.
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 | $36,441 | $36,916-1.3% | $156,551-76.7% | $57,658-36.8% |
| Participation rate | 38.8% | 63.4%-24.6pp | 84.0%-45.2pp | 70.2%-31.4pp |
| Annual return | 7.11% | 12.38%-5.3pp | 32.23%-25.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $149 | $1,571-90.5% | $5,501-97.3% | $1,974-92.4% |
| Participant deferral / active EE | $1,071 | $1,926-44.4% | $4,871-78.0% | $3,061-65.0% |
| Admin fee / account holder | $3 | $82-97.0% | $13,028-100.0% | $95-97.3% |