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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,287 | $60,165-76.3% | $74,184-80.7% | $55,167-74.1% |
| Participation rate | 56.9% | 74.2%-17.3pp | 76.6%-19.8pp | 69.0%-12.1pp |
| Annual return | 11.46% | 10.00%+1.5pp | 17.74%-6.3pp | 169.23%-157.8pp |
| Employer contribution / active EE | $240 | $1,600-85.0% | $2,370-89.9% | $1,963-87.8% |
| Participant deferral / active EE | $1,605 | $2,973-46.0% | $3,550-54.8% | $3,054-47.5% |
| Admin fee / account holder | $5 | $419-98.9% | $5,586-99.9% | $504-99.1% |