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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 | $2,774 |
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 | $161,803 | $66,302+144.0% | $110,243+46.8% | $56,289+187.5% |
| Participation rate | 99.1% | 74.9%+24.2pp | 79.8%+19.3pp | 69.9%+29.2pp |
| Annual return | 8.45% | -1.18%+9.6pp | 314.76%-306.3pp | -9.96%+18.4pp |
| Employer contribution / active EE | $5,016 | $2,047+145.0% | $3,827+31.1% | $2,111+137.6% |
| Participant deferral / active EE | $4,812 | $3,381+42.3% | $4,672+3.0% | $3,350+43.7% |
| Admin fee / account holder | $20 | $698-97.2% | $8,548-99.8% | $521-96.2% |