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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH & MGMT CO INC Service code 15 333 HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping | $4,339 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,995 | $86,949-35.6% | $102,460-45.3% | $80,959-30.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.88% | 18.89%-7.0pp | 29.47%-17.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $4,156 | $2,370+75.4% | $3,025+37.4% | $2,757+50.7% |
| Participant deferral / active EE | $2,747 | $4,121-33.4% | $5,056-45.7% | $4,300-36.1% |
| Admin fee / account holder | $46 | $8,048-99.4% | $9,460-99.5% | $6,925-99.3% |