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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 | $1,188 |
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 | $48,367 | $36,916+31.0% | $156,551-69.1% | $57,658-16.1% |
| Participation rate | 46.2% | 63.4%-17.2pp | 84.0%-37.8pp | 70.2%-24.0pp |
| Annual return | 11.06% | 12.38%-1.3pp | 32.23%-21.2pp | 5.13%+5.9pp |
| Employer contribution / active EE | $636 | $1,571-59.5% | $5,501-88.4% | $1,974-67.8% |
| Participant deferral / active EE | $2,148 | $1,926+11.6% | $4,871-55.9% | $3,061-29.8% |
| Admin fee / account holder | $8 | $82-90.6% | $13,028-99.9% | $95-91.8% |