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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,151 |
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 | $40,889 | $34,492+18.5% | $80,004-48.9% | $55,191-25.9% |
| Participation rate | 76.5% | 62.9%+13.6pp | 73.0%+3.5pp | 69.2%+7.3pp |
| Annual return | 1.90% | 3.50%-1.6pp | 7.63%-5.7pp | 10.78%-8.9pp |
| Employer contribution / active EE | $371 | $1,043-64.4% | $2,473-85.0% | $1,899-80.4% |
| Participant deferral / active EE | $2,838 | $2,104+34.9% | $3,204-11.4% | $3,046-6.8% |
| Admin fee / account holder | $10 | $69-86.0% | $5,033-99.8% | $91-89.3% |