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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,056 |
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 | $233,674 | $71,192+228.2% | $117,861+98.3% | $62,293+275.1% |
| Participation rate | 98.3% | 74.2%+24.0pp | 79.7%+18.6pp | 69.5%+28.7pp |
| Annual return | 21.75% | 18.66%+3.1pp | 335.11%-313.4pp | 28.90%-7.1pp |
| Employer contribution / active EE | $4,875 | $1,934+152.1% | $3,786+28.8% | $2,042+138.7% |
| Participant deferral / active EE | $7,249 | $3,189+127.3% | $4,482+61.7% | $3,169+128.7% |
| Admin fee / account holder | $25 | $587-95.8% | $8,021-99.7% | $479-94.9% |