Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,516 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,722 | $41,467-45.2% | $67,313-66.2% | $55,725-59.2% |
| Participation rate | 35.9% | 62.5%-26.6pp | 69.1%-33.2pp | 70.9%-35.0pp |
| Annual return | -5.24% | 0.82%-6.1pp | -4.08%-1.2pp | 244.93%-250.2pp |
| Employer contribution / active EE | $213 | $1,316-83.8% | $2,566-91.7% | $2,078-89.7% |
| Participant deferral / active EE | $1,188 | $2,399-50.5% | $3,568-66.7% | $3,356-64.6% |
| Admin fee / account holder | $6 | $102-94.3% | $4,507-99.9% | $115-95.0% |