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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MGMT CO INC Service code 15 333 HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping | $3,350 |
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 | $41,952 | $78,428-46.5% | $95,960-56.3% | $79,852-47.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.81% | 19.37%-8.6pp | 91.63%-80.8pp | 31.72%-20.9pp |
| Employer contribution / active EE | $3,088 | $1,945+58.7% | $2,541+21.5% | $2,471+25.0% |
| Participant deferral / active EE | $1,872 | $3,440-45.6% | $4,167-55.1% | $3,740-50.0% |
| Admin fee / account holder | $47 | $5,622-99.2% | $6,797-99.3% | $5,306-99.1% |