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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 | $2,488 |
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 | $143,879 | $63,924+125.1% | $108,582+32.5% | $55,167+160.8% |
| Participation rate | 97.2% | 74.3%+22.9pp | 79.6%+17.7pp | 69.0%+28.3pp |
| Annual return | 9.05% | 15.31%-6.3pp | -51.70%+60.7pp | 169.23%-160.2pp |
| Employer contribution / active EE | $5,878 | $1,879+212.8% | $3,758+56.4% | $1,963+199.5% |
| Participant deferral / active EE | $3,955 | $3,067+29.0% | $4,311-8.2% | $3,054+29.5% |
| Admin fee / account holder | $19 | $618-96.9% | $7,645-99.8% | $504-96.2% |