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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 64 · EIN 99-9999999 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,883 | $50,464-26.9% | $75,782-51.3% | $52,331-29.5% |
| Participation rate | 14.5% | 66.8%-52.3pp | 75.8%-61.4pp | 68.1%-53.6pp |
| Annual return | -0.27% | 1.03%-1.3pp | 9.68%-10.0pp | 4.54%-4.8pp |
| Employer contribution / active EE | $59 | $1,988-97.0% | $3,323-98.2% | $1,882-96.9% |
| Participant deferral / active EE | $1,191 | $2,570-53.7% | $3,652-67.4% | $3,022-60.6% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |