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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 | $2,781 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $161,641 | $71,192+127.0% | $117,861+37.1% | $62,293+159.5% |
| Participation rate | 99.0% | 74.2%+24.8pp | 79.7%+19.4pp | 69.5%+29.5pp |
| Annual return | 11.38% | 18.66%-7.3pp | 335.11%-323.7pp | 28.90%-17.5pp |
| Employer contribution / active EE | $6,100 | $1,934+215.5% | $3,786+61.1% | $2,042+198.7% |
| Participant deferral / active EE | $4,352 | $3,189+36.5% | $4,482-2.9% | $3,169+37.3% |
| Admin fee / account holder | $22 | $587-96.3% | $8,021-99.7% | $479-95.5% |