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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-1411037 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $4,525 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $85,862 | $69,305+23.9% | $82,312+4.3% | $69,631+23.3% |
| Participation rate | 97.1% | 80.3%+16.8pp | 76.9%+20.2pp | 70.7%+26.4pp |
| Annual return | 15.55% | 21.47%-5.9pp | 25.88%-10.3pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $2,730 | $1,887+44.7% | $2,428+12.4% | $2,032+34.4% |
| Participant deferral / active EE | $3,302 | $3,568-7.5% | $3,706-10.9% | $3,224+2.4% |
| Admin fee / account holder | $7 | $97-92.7% | $5,608-99.9% | $110-93.6% |