Filed December 13, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1456310 | Contract Administrator | $3,625 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 20-3691658 | Recordkeeping Fees | $1,950 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,609 | $47,977-19.5% | $154,108-74.9% | $56,289-31.4% |
| Participation rate | 82.4% | 66.2%+16.2pp | 83.0%-0.6pp | 69.9%+12.6pp |
| Annual return | -3.70% | 3.54%-7.2pp | 735.21%-738.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $940 | $2,169-56.7% | $5,298-82.3% | $2,111-55.5% |
| Participant deferral / active EE | $2,324 | $2,392-2.8% | $5,081-54.3% | $3,350-30.6% |
| Admin fee / account holder | $14 | $438-96.8% | $13,411-99.9% | $521-97.3% |