Filed June 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $7,347 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $6,221 |
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 | $29,524 | $60,165-50.9% | $74,184-60.2% | $55,167-46.5% |
| Participation rate | 99.0% | 74.2%+24.9pp | 76.6%+22.4pp | 69.0%+30.0pp |
| Annual return | 6.52% | 10.00%-3.5pp | 17.74%-11.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,050 | $1,600-34.3% | $2,370-55.7% | $1,963-46.5% |
| Participant deferral / active EE | $3,715 | $2,973+25.0% | $3,550+4.6% | $3,054+21.6% |
| Admin fee / account holder | $48 | $419-88.6% | $5,586-99.1% | $504-90.5% |