Filed July 15, 2016
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 · EIN 20-3691658 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $101,827 | $31,424+224.0% | $81,473+25.0% | $69,631+46.2% |
| Participation rate | 9.1% | 50.8%-41.7pp | 68.0%-58.8pp | 70.7%-61.6pp |
| Annual return | 17.42% | 22.44%-5.0pp | 38.78%-21.4pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $255 | $1,029-75.2% | $2,568-90.1% | $2,032-87.5% |
| Participant deferral / active EE | $494 | $1,838-73.1% | $3,537-86.0% | $3,224-84.7% |
| Admin fee / account holder | $12 | $103-88.6% | $4,561-99.7% | $110-89.4% |