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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 27 6903 ROCKLEDGE DR · BETHESDA, MD 20817 | Advisory (Plan) | $10,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,600 | $89,652-88.2% | $141,191-92.5% | $65,185-83.7% |
| Participation rate | 64.2% | 74.7%-10.5pp | 82.5%-18.2pp | 70.2%-6.0pp |
| Annual return | 17.41% | 32.79%-15.4pp | 71.41%-54.0pp | 29.38%-12.0pp |
| Employer contribution / active EE | $1,487 | $3,065-51.5% | $4,736-68.6% | $2,177-31.7% |
| Participant deferral / active EE | $3,684 | $5,691-35.3% | $6,710-45.1% | $3,514+4.9% |
| Admin fee / account holder | $99 | $569-82.5% | $10,264-99.0% | $847-88.3% |