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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $350 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,168 | $31,388-26.2% | $73,545-68.5% | $62,292-62.8% |
| Participation rate | 51.1% | 39.9%+11.2pp | 54.9%-3.8pp | 69.5%-18.4pp |
| Annual return | 14.85% | 25.34%-10.5pp | -15.16%+30.0pp | 28.90%-14.0pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,082 | $1,028+5.2% | $1,806-40.1% | $3,169-65.9% |
| Admin fee / account holder | $3 | $299-99.0% | $2,320-99.9% | $479-99.3% |