Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,102 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,211 | $45,566+148.5% | $64,105+76.6% | $59,633+89.8% |
| Participation rate | 69.1% | 60.2%+8.9pp | 68.2%+0.9pp | 68.7%+0.4pp |
| Annual return | 1.37% | 4.95%-3.6pp | 791.24%-789.9pp | 2041.40%-2040.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,654 | $2,057+29.0% | $2,822-5.9% | $3,192-16.8% |
| Admin fee / account holder | $39 | $3,268-98.8% | $4,499-99.1% | $4,297-99.1% |