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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 52 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Indirect Investment Fees | $275 |
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 | $22,769 | $72,177-68.5% | $115,038-80.2% | $59,633-61.8% |
| Participation rate | 81.7% | 72.6%+9.1pp | 81.4%+0.3pp | 68.7%+13.0pp |
| Annual return | 0.31% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $3,527 | $2,841+24.1% | $4,608-23.5% | $2,203+60.1% |
| Participant deferral / active EE | $2,176 | $4,783-54.5% | $6,026-63.9% | $3,192-31.8% |
| Admin fee / account holder | $3 | $4,927-99.9% | $8,175-100.0% | $4,297-99.9% |