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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,172 |
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 | $134,534 | $73,102+84.0% | $123,553+8.9% | $56,289+139.0% |
| Participation rate | 93.8% | 74.3%+19.5pp | 82.3%+11.6pp | 69.9%+24.0pp |
| Annual return | -3.91% | 3.01%-6.9pp | 119.21%-123.1pp | -9.96%+6.1pp |
| Employer contribution / active EE | $3,274 | $2,977+10.0% | $4,628-29.2% | $2,111+55.1% |
| Participant deferral / active EE | $7,379 | $5,423+36.1% | $6,426+14.8% | $3,350+120.3% |
| Admin fee / account holder | $8 | $554-98.6% | $9,284-99.9% | $521-98.6% |