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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $6,607 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,677 | $80,177-65.5% | $123,894-77.7% | $57,658-52.0% |
| Participation rate | 77.9% | 74.4%+3.4pp | 81.4%-3.5pp | 70.2%+7.7pp |
| Annual return | 10.59% | 17.90%-7.3pp | 47.52%-36.9pp | 5.13%+5.5pp |
| Employer contribution / active EE | $830 | $2,913-71.5% | $4,617-82.0% | $1,974-58.0% |
| Participant deferral / active EE | $1,417 | $5,130-72.4% | $5,984-76.3% | $3,061-53.7% |
| Admin fee / account holder | $17 | $106-84.3% | $8,357-99.8% | $95-82.3% |