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 FUNDS3+ years Service code 15 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 46206 | Recordkeeping | $2,155 |
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.
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 | $85,267 | $63,314+34.7% | $91,004-6.3% | $62,293+36.9% |
| Participation rate | 65.1% | 73.3%-8.2pp | 75.6%-10.5pp | 69.5%-4.4pp |
| Annual return | 27.48% | 21.00%+6.5pp | 4.60%+22.9pp | 28.90%-1.4pp |
| Employer contribution / active EE | $327 | $1,807-81.9% | $2,456-86.7% | $2,042-84.0% |
| Participant deferral / active EE | $2,071 | $2,944-29.6% | $3,548-41.6% | $3,169-34.6% |
| Admin fee / account holder | $74 | $468-84.3% | $5,417-98.6% | $479-84.7% |