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 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $506 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $61,346 | $44,425+38.1% | $67,834-9.6% | $55,167+11.2% |
| Participation rate | 84.3% | 59.7%+24.6pp | 68.8%+15.6pp | 69.0%+15.4pp |
| Annual return | 8.02% | 17.80%-9.8pp | 138.47%-130.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $559 | $1,351-58.7% | $2,403-76.8% | $1,963-71.5% |
| Participant deferral / active EE | $3,509 | $2,166+62.0% | $3,160+11.1% | $3,054+14.9% |
| Admin fee / account holder | $5 | $530-99.1% | $4,622-99.9% | $504-99.1% |