Filed October 3, 2022 (most recent of 3 filings on file)
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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 | $4,464 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,331 | $70,667-57.1% | $123,104-75.4% | $52,331-42.0% |
| Participation rate | 99.6% | 83.7%+15.8pp | 86.8%+12.8pp | 68.1%+31.5pp |
| Annual return | 14.72% | 6.23%+8.5pp | 13.22%+1.5pp | 4.54%+10.2pp |
| Employer contribution / active EE | $1,548 | $2,946-47.4% | $5,151-69.9% | $1,882-17.7% |
| Participant deferral / active EE | $2,717 | $4,493-39.5% | $6,230-56.4% | $3,022-10.1% |
| Admin fee / account holder | $15 | $506-97.1% | $9,015-99.8% | $592-97.5% |