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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $13,608 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,623 | $46,966-49.7% | $185,117-87.2% | $69,631-66.1% |
| Participation rate | 61.9% | 65.3%-3.4pp | 77.3%-15.4pp | 70.7%-8.8pp |
| Annual return | 18.34% | 22.36%-4.0pp | 40.50%-22.2pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $4,182-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,461 | $3,017-51.6% | $5,045-71.0% | $3,224-54.7% |
| Admin fee / account holder | $19 | $94-79.9% | $8,159-99.8% | $110-82.9% |