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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $600 |
Participant 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 | $228,657 | $63,924+257.7% | $108,582+110.6% | $55,167+314.5% |
| Participation rate | 90.2% | 74.3%+15.9pp | 79.6%+10.6pp | 69.0%+21.2pp |
| Annual return | 8.68% | 15.31%-6.6pp | -51.70%+60.4pp | 169.23%-160.5pp |
| Employer contribution / active EE | $12,923 | $1,879+587.7% | $3,758+243.9% | $1,963+558.5% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $4 | $618-99.3% | $7,645-99.9% | $504-99.1% |