Filed June 22, 2021
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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 | $3,744 |
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 | $23,505 | $54,320-56.7% | $67,652-65.3% | $52,331-55.1% |
| Participation rate | 95.6% | 73.6%+22.0pp | 75.7%+20.0pp | 68.1%+27.5pp |
| Annual return | 0.33% | 6.81%-6.5pp | 6625.40%-6625.1pp | 4.54%-4.2pp |
| Employer contribution / active EE | $789 | $1,544-48.9% | $2,266-65.2% | $1,882-58.1% |
| Participant deferral / active EE | $3,297 | $2,950+11.8% | $3,560-7.4% | $3,022+9.1% |
| Admin fee / account holder | $11 | $527-97.9% | $4,821-99.8% | $592-98.2% |