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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,934 |
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 | $18,072 | $47,977-62.3% | $154,108-88.3% | $56,289-67.9% |
| Participation rate | 73.8% | 66.2%+7.7pp | 83.0%-9.2pp | 69.9%+4.0pp |
| Annual return | -2.78% | 3.54%-6.3pp | 735.21%-738.0pp | -9.96%+7.2pp |
| Employer contribution / active EE | $779 | $2,169-64.1% | $5,298-85.3% | $2,111-63.1% |
| Participant deferral / active EE | $2,511 | $2,392+5.0% | $5,081-50.6% | $3,350-25.0% |
| Admin fee / account holder | $12 | $438-97.2% | $13,411-99.9% | $521-97.7% |