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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 | $1,232 |
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 | $200,705 | $63,924+214.0% | $108,582+84.8% | $55,167+263.8% |
| Participation rate | 95.9% | 74.3%+21.6pp | 79.6%+16.4pp | 69.0%+26.9pp |
| Annual return | 8.84% | 15.31%-6.5pp | -51.70%+60.5pp | 169.23%-160.4pp |
| Employer contribution / active EE | $4,449 | $1,879+136.8% | $3,758+18.4% | $1,963+126.7% |
| Participant deferral / active EE | $6,790 | $3,067+121.4% | $4,311+57.5% | $3,054+122.3% |
| Admin fee / account holder | $15 | $618-97.5% | $7,645-99.8% | $504-97.0% |