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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,326 | $47,977-7.6% | $154,114-71.2% | $56,287-21.2% |
| Participation rate | 27.5% | 66.2%-38.6pp | 83.0%-55.5pp | 69.9%-42.3pp |
| Annual return | -4.28% | 3.54%-7.8pp | 735.16%-739.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $187 | $2,169-91.4% | $5,298-96.5% | $2,111-91.1% |
| Participant deferral / active EE | $909 | $2,392-62.0% | $5,081-82.1% | $3,350-72.9% |
| Admin fee / account holder | $27 | $438-93.8% | $13,411-99.8% | $521-94.8% |