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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 | Recordkeeping Fees | $875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,648 | $37,117-47.1% | $147,617-86.7% | $55,191-64.4% |
| Participation rate | 46.6% | 63.6%-17.0pp | 84.6%-38.0pp | 69.2%-22.5pp |
| Annual return | -1.10% | 3.44%-4.5pp | 61.98%-63.1pp | 10.78%-11.9pp |
| Employer contribution / active EE | $718 | $1,620-55.7% | $5,564-87.1% | $1,899-62.2% |
| Participant deferral / active EE | $1,146 | $1,985-42.3% | $4,895-76.6% | $3,046-62.4% |
| Admin fee / account holder | $5 | $86-94.4% | $11,612-100.0% | $91-94.7% |