Filed January 18, 2018 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,406 | $37,117-31.6% | $147,617-82.8% | $55,191-54.0% |
| Participation rate | 63.4% | 63.6%-0.2pp | 84.6%-21.2pp | 69.2%-5.7pp |
| Annual return | 3.47% | 3.44%0pp | 61.98%-58.5pp | 10.78%-7.3pp |
| Employer contribution / active EE | $838 | $1,620-48.3% | $5,564-84.9% | $1,899-55.9% |
| Participant deferral / active EE | $1,507 | $1,985-24.1% | $4,895-69.2% | $3,046-50.5% |
| Admin fee / account holder | $4 | $86-95.8% | $11,612-100.0% | $91-96.1% |