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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 | $250 |
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 | $20,794 | $43,550-52.3% | $63,244-67.1% | $52,331-60.3% |
| Participation rate | 76.3% | 65.7%+10.6pp | 71.0%+5.3pp | 68.1%+8.2pp |
| Annual return | 0.58% | 2.03%-1.5pp | -70.31%+70.9pp | 4.54%-4.0pp |
| Employer contribution / active EE | $192 | $1,351-85.8% | $2,322-91.7% | $1,882-89.8% |
| Participant deferral / active EE | $1,344 | $2,254-40.3% | $2,953-54.5% | $3,022-55.5% |
| Admin fee / account holder | $10 | $387-97.5% | $5,893-99.8% | $592-98.4% |