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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $710 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,783 | $46,297+27.0% | $71,671-18.0% | $62,293-5.6% |
| Participation rate | 89.0% | 60.6%+28.3pp | 68.7%+20.2pp | 69.5%+19.5pp |
| Annual return | 19.02% | 22.32%-3.3pp | 20.65%-1.6pp | 28.90%-9.9pp |
| Employer contribution / active EE | $654 | $1,412-53.6% | $2,460-73.4% | $2,042-68.0% |
| Participant deferral / active EE | $3,702 | $2,235+65.6% | $3,438+7.7% | $3,169+16.8% |
| Admin fee / account holder | $5 | $461-98.8% | $5,558-99.9% | $479-98.9% |