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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,393 |
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 | $16,909 | $55,453-69.5% | $170,435-90.1% | $62,293-72.9% |
| Participation rate | 84.0% | 66.4%+17.6pp | 83.6%+0.4pp | 69.5%+14.5pp |
| Annual return | 19.87% | 21.38%-1.5pp | 205.94%-186.1pp | 28.90%-9.0pp |
| Employer contribution / active EE | $760 | $2,164-64.9% | $5,432-86.0% | $2,042-62.8% |
| Participant deferral / active EE | $2,457 | $2,303+6.7% | $4,939-50.2% | $3,169-22.5% |
| Admin fee / account holder | $14 | $455-97.0% | $13,881-99.9% | $479-97.2% |