Filed November 21, 2019
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,180 | $37,196-59.2% | $154,111-90.2% | $55,725-72.8% |
| Participation rate | 52.4% | 64.1%-11.7pp | 83.0%-30.6pp | 70.9%-18.4pp |
| Annual return | -5.66% | 1319.68%-1325.3pp | 735.18%-740.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $276 | $1,614-82.9% | $5,298-94.8% | $2,078-86.7% |
| Participant deferral / active EE | $788 | $2,068-61.9% | $5,081-84.5% | $3,356-76.5% |
| Admin fee / account holder | $3 | $102-96.9% | $13,411-100.0% | $115-97.2% |