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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 15 · EIN 95-1411037 | Recordkeeping | $1,290 |
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 | $89,246 | $46,360+92.5% | $147,617-39.5% | $52,331+70.5% |
| Participation rate | 0.0% | 64.9%-64.9pp | 84.6%-84.6pp | 68.1%-68.1pp |
| Annual return | 1.19% | 1.62%-0.4pp | 61.98%-60.8pp | 4.54%-3.3pp |
| Employer contribution / active EE | $1,050 | $2,126-50.6% | $5,564-81.1% | $1,882-44.2% |
| Participant deferral / active EE | $1,656 | $2,258-26.7% | $4,895-66.2% | $3,022-45.2% |
| Admin fee / account holder | $92 | $766-88.0% | $11,612-99.2% | $592-84.5% |