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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 | $1,490 |
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 | $148,357 | $80,753+83.7% | $136,298+8.8% | $62,293+138.2% |
| Participation rate | 93.0% | 73.5%+19.4pp | 81.9%+11.1pp | 69.5%+23.5pp |
| Annual return | 17.87% | 35.83%-18.0pp | 5156.27%-5138.4pp | 28.90%-11.0pp |
| Employer contribution / active EE | $3,108 | $2,884+7.8% | $4,696-33.8% | $2,042+52.2% |
| Participant deferral / active EE | $6,851 | $5,164+32.7% | $6,247+9.7% | $3,169+116.2% |
| Admin fee / account holder | $11 | $525-98.0% | $9,244-99.9% | $479-97.8% |