Filed February 8, 2019 (most recent of 2 filings on file)
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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 | $1,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,953 | $42,546+24.5% | $71,796-26.2% | $55,167-4.0% |
| Participation rate | 57.1% | 59.1%-2.0pp | 69.1%-12.0pp | 69.0%-11.8pp |
| Annual return | 14.73% | 12.36%+2.4pp | 78.04%-63.3pp | 169.23%-154.5pp |
| Employer contribution / active EE | $589 | $803-26.7% | $1,924-69.4% | $1,963-70.0% |
| Participant deferral / active EE | $1,954 | $2,064-5.3% | $2,794-30.1% | $3,054-36.0% |
| Admin fee / account holder | $11 | $650-98.3% | $4,815-99.8% | $504-97.8% |