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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,512 | $37,117+3.8% | $147,617-73.9% | $55,191-30.2% |
| Participation rate | 25.9% | 63.6%-37.7pp | 84.6%-58.7pp | 69.2%-43.3pp |
| Annual return | 0.44% | 3.44%-3.0pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $196 | $1,620-87.9% | $5,564-96.5% | $1,899-89.7% |
| Participant deferral / active EE | $711 | $1,985-64.2% | $4,895-85.5% | $3,046-76.7% |
| Admin fee / account holder | $9 | $86-89.0% | $11,612-99.9% | $91-89.7% |