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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MGMNT CO. INC. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,524 | $46,360+101.7% | $147,617-36.6% | $52,331+78.7% |
| Participation rate | 97.5% | 64.9%+32.6pp | 84.6%+12.9pp | 68.1%+29.4pp |
| Annual return | 1.65% | 1.62%0pp | 61.98%-60.3pp | 4.54%-2.9pp |
| Employer contribution / active EE | $6,272 | $2,126+195.0% | $5,564+12.7% | $1,882+233.3% |
| Participant deferral / active EE | $5,589 | $2,258+147.6% | $4,895+14.2% | $3,022+84.9% |
| Admin fee / account holder | $8 | $766-98.9% | $11,612-99.9% | $592-98.6% |