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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 | $850 |
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 | $156,074 | $72,177+116.2% | $115,038+35.7% | $59,633+161.7% |
| Participation rate | 94.4% | 72.6%+21.8pp | 81.4%+13.0pp | 68.7%+25.7pp |
| Annual return | -0.21% | 12.02%-12.2pp | 26.14%-26.4pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $3,020 | $2,841+6.3% | $4,608-34.5% | $2,203+37.1% |
| Participant deferral / active EE | $7,847 | $4,783+64.1% | $6,026+30.2% | $3,192+145.9% |
| Admin fee / account holder | $7 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |