Filed November 21, 2023
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,781 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,241 | $46,173+45.6% | $170,435-60.5% | $69,631-3.4% |
| Participation rate | 21.1% | 63.9%-42.8pp | 83.6%-62.5pp | 70.7%-49.6pp |
| Annual return | 17.74% | 21.62%-3.9pp | 205.94%-188.2pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $329 | $1,610-79.6% | $5,432-93.9% | $2,032-83.8% |
| Participant deferral / active EE | $970 | $2,080-53.4% | $4,939-80.4% | $3,224-69.9% |
| Admin fee / account holder | $15 | $116-87.0% | $13,881-99.9% | $110-86.4% |