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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,200 |
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 | $194,333 | $57,108+240.3% | $94,228+106.2% | $52,331+271.4% |
| Participation rate | 94.9% | 72.9%+21.9pp | 78.8%+16.1pp | 68.1%+26.8pp |
| Annual return | 0.69% | 1.47%-0.8pp | 10.68%-10.0pp | 4.54%-3.8pp |
| Employer contribution / active EE | $4,651 | $1,735+168.0% | $3,587+29.7% | $1,882+147.2% |
| Participant deferral / active EE | $6,934 | $3,040+128.1% | $4,320+60.5% | $3,022+129.4% |
| Admin fee / account holder | $31 | $546-94.4% | $6,269-99.5% | $592-94.8% |