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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,397 |
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 | $35,230 | $37,196-5.3% | $154,111-77.1% | $55,725-36.8% |
| Participation rate | 30.2% | 64.1%-33.9pp | 83.0%-52.8pp | 70.9%-40.6pp |
| Annual return | -4.35% | 1319.68%-1324.0pp | 735.18%-739.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $303 | $1,614-81.2% | $5,298-94.3% | $2,078-85.4% |
| Participant deferral / active EE | $955 | $2,068-53.8% | $5,081-81.2% | $3,356-71.5% |
| Admin fee / account holder | $15 | $102-85.6% | $13,411-99.9% | $115-87.3% |