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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,844 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 49 · EIN 26-4310632 | Other Services | $4 |
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 | $43,615 | $35,485+22.9% | $74,551-41.5% | $55,725-21.7% |
| Participation rate | 41.1% | 62.5%-21.5pp | 69.1%-28.1pp | 70.9%-29.8pp |
| Annual return | -3.93% | 0.72%-4.7pp | 32.53%-36.5pp | 244.93%-248.9pp |
| Employer contribution / active EE | $1,534 | $777+97.3% | $1,961-21.8% | $2,078-26.2% |
| Participant deferral / active EE | $2,630 | $2,181+20.6% | $3,108-15.4% | $3,356-21.6% |
| Admin fee / account holder | $35 | $114-69.4% | $5,059-99.3% | $115-69.6% |