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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $762 |
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 | $46,189 | $77,816-40.6% | $123,552-62.6% | $64,173-28.0% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -2.37% | 12.49%-14.9pp | 119.20%-121.6pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,014 | $3,014-66.4% | $4,628-78.1% | $2,381-57.4% |
| Participant deferral / active EE | $6,931 | $5,240+32.3% | $6,426+7.9% | $3,470+99.8% |
| Admin fee / account holder | $16 | $5,519-99.7% | $9,285-99.8% | $4,887-99.7% |