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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 | $1,455 |
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 | $38,053 | $36,916+3.1% | $156,551-75.7% | $57,658-34.0% |
| Participation rate | 27.3% | 63.4%-36.1pp | 84.0%-56.7pp | 70.2%-42.9pp |
| Annual return | 7.85% | 12.38%-4.5pp | 32.23%-24.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $264 | $1,571-83.2% | $5,501-95.2% | $1,974-86.6% |
| Participant deferral / active EE | $825 | $1,926-57.1% | $4,871-83.1% | $3,061-73.0% |
| Admin fee / account holder | $9 | $82-88.7% | $13,028-99.9% | $95-90.1% |