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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-1411037 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $1,700 |
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 | $75,988 | $63,905+18.9% | $74,184+2.4% | $57,658+31.8% |
| Participation rate | 97.1% | 79.8%+17.3pp | 76.6%+20.5pp | 70.2%+26.9pp |
| Annual return | 10.84% | 60.60%-49.8pp | 17.74%-6.9pp | 5.13%+5.7pp |
| Employer contribution / active EE | $2,882 | $1,840+56.6% | $2,370+21.6% | $1,974+46.0% |
| Participant deferral / active EE | $3,267 | $3,448-5.3% | $3,550-8.0% | $3,061+6.7% |
| Admin fee / account holder | $3 | $91-96.9% | $5,586-99.9% | $95-97.0% |