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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 | $1,166 |
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 | $59,089 | $42,396+39.4% | $67,313-12.2% | $56,287+5.0% |
| Participation rate | 85.4% | 61.0%+24.5pp | 69.1%+16.4pp | 69.9%+15.6pp |
| Annual return | -1.87% | -36.63%+34.8pp | -4.08%+2.2pp | -9.96%+8.1pp |
| Employer contribution / active EE | $1,026 | $1,414-27.4% | $2,566-60.0% | $2,111-51.4% |
| Participant deferral / active EE | $4,805 | $2,360+103.6% | $3,568+34.7% | $3,350+43.4% |
| Admin fee / account holder | $9 | $510-98.3% | $4,507-99.8% | $521-98.3% |