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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 | $2,261 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,927 | $64,954-10.8% | $115,752-50.0% | $62,292-7.0% |
| Participation rate | 74.3% | 73.0%+1.2pp | 77.8%-3.5pp | 69.5%+4.7pp |
| Annual return | 30.11% | 24.87%+5.2pp | 19.41%+10.7pp | 28.90%+1.2pp |
| Employer contribution / active EE | $0 | $2,344-100.0% | $3,492-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,896 | $3,665+6.3% | $5,204-25.1% | $3,169+22.9% |
| Admin fee / account holder | $49 | $414-88.3% | $6,278-99.2% | $479-89.9% |