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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 | $885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,174 | $37,117+13.6% | $147,618-71.4% | $55,191-23.6% |
| Participation rate | 46.5% | 63.6%-17.2pp | 84.6%-38.2pp | 69.2%-22.7pp |
| Annual return | 1.97% | 3.44%-1.5pp | 61.98%-60.0pp | 10.78%-8.8pp |
| Employer contribution / active EE | $602 | $1,620-62.8% | $5,565-89.2% | $1,899-68.3% |
| Participant deferral / active EE | $2,022 | $1,985+1.8% | $4,895-58.7% | $3,046-33.6% |
| Admin fee / account holder | $6 | $86-92.9% | $11,612-99.9% | $91-93.3% |