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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $470 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,229 | $60,165+5.1% | $74,184-14.8% | $55,167+14.6% |
| Participation rate | 78.9% | 74.2%+4.7pp | 76.6%+2.3pp | 69.0%+9.9pp |
| Annual return | 6.35% | 10.00%-3.6pp | 17.74%-11.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,119 | $1,600-30.1% | $2,370-52.8% | $1,963-43.0% |
| Participant deferral / active EE | $2,485 | $2,973-16.4% | $3,550-30.0% | $3,054-18.6% |
| Admin fee / account holder | $3 | $419-99.2% | $5,586-99.9% | $504-99.3% |