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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $875 |
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.
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 | $19,737 | $64,909-69.6% | $82,312-76.0% | $62,293-68.3% |
| Participation rate | 50.9% | 74.9%-23.9pp | 76.9%-26.0pp | 69.5%-18.6pp |
| Annual return | 18.09% | 21.18%-3.1pp | 25.88%-7.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $359 | $1,676-78.6% | $2,428-85.2% | $2,042-82.4% |
| Participant deferral / active EE | $1,608 | $3,103-48.2% | $3,706-56.6% | $3,169-49.2% |
| Admin fee / account holder | $6 | $440-98.6% | $5,608-99.9% | $479-98.7% |