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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $2,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,782 | $25,723+39.1% | $69,182-48.3% | $55,167-35.1% |
| Participation rate | 48.8% | 39.4%+9.4pp | 55.1%-6.3pp | 69.0%-20.2pp |
| Annual return | 6.82% | 9.56%-2.7pp | -21.93%+28.8pp | 169.23%-162.4pp |
| Employer contribution / active EE | $628 | $480+30.8% | $1,206-47.9% | $1,963-68.0% |
| Participant deferral / active EE | $1,948 | $963+102.2% | $1,897+2.7% | $3,054-36.2% |
| Admin fee / account holder | $19 | $365-94.7% | $2,697-99.3% | $504-96.2% |