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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 28 · EIN 95-1411037 | Investment Management | $1,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,663 | $46,173-61.7% | $170,439-89.6% | $69,631-74.6% |
| Participation rate | 40.3% | 63.9%-23.6pp | 83.6%-43.3pp | 70.7%-30.4pp |
| Annual return | 24.11% | 21.62%+2.5pp | 205.94%-181.8pp | 27571.02%-27546.9pp |
| Employer contribution / active EE | $630 | $1,610-60.9% | $5,433-88.4% | $2,032-69.0% |
| Participant deferral / active EE | $1,206 | $2,080-42.0% | $4,939-75.6% | $3,224-62.6% |
| Admin fee / account holder | $27 | $116-76.4% | $13,881-99.8% | $110-75.2% |