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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELESE, CA 90071 | Recordkeeping Fees | $1,125 |
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 | $25,534 | $46,173-44.7% | $170,435-85.0% | $69,631-63.3% |
| Participation rate | 38.1% | 63.9%-25.8pp | 83.6%-45.5pp | 70.7%-32.6pp |
| Annual return | 15.42% | 21.62%-6.2pp | 205.94%-190.5pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $616 | $1,610-61.7% | $5,432-88.7% | $2,032-69.7% |
| Participant deferral / active EE | $1,126 | $2,080-45.9% | $4,939-77.2% | $3,224-65.1% |
| Admin fee / account holder | $6 | $116-95.2% | $13,881-100.0% | $110-95.0% |