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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL RESEARCH & MGMT CO INC Service code 15 333 HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping | $750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,703 | $95,453-42.7% | $112,040-51.2% | $82,448-33.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.27% | 23.92%-9.7pp | 24.52%-10.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,378 | $2,318+2.6% | $2,954-19.5% | $2,551-6.8% |
| Participant deferral / active EE | $2,413 | $4,224-42.9% | $5,098-52.7% | $4,139-41.7% |
| Admin fee / account holder | $67 | $9,013-99.3% | $12,098-99.4% | $7,234-99.1% |