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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 | $3,206 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 · EIN 26-4310632 | Other Services | $19 |
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 | $36,414 | $37,044-1.7% | $71,796-49.3% | $57,658-36.8% |
| Participation rate | 43.9% | 61.1%-17.2pp | 69.1%-25.2pp | 70.2%-26.3pp |
| Annual return | 8.56% | 12.64%-4.1pp | 78.04%-69.5pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,446 | $720+100.7% | $1,924-24.9% | $1,974-26.8% |
| Participant deferral / active EE | $2,435 | $1,974+23.4% | $2,794-12.9% | $3,061-20.4% |
| Admin fee / account holder | $20 | $101-80.6% | $4,815-99.6% | $95-79.3% |