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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $2,540 |
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 | $42,589 | $31,388+35.7% | $73,550-42.1% | $62,293-31.6% |
| Participation rate | 49.5% | 39.9%+9.7pp | 54.9%-5.4pp | 69.5%-20.0pp |
| Annual return | 21.61% | 25.34%-3.7pp | -15.16%+36.8pp | 28.90%-7.3pp |
| Employer contribution / active EE | $597 | $498+19.9% | $1,219-51.0% | $2,042-70.8% |
| Participant deferral / active EE | $1,746 | $1,028+69.8% | $1,804-3.2% | $3,169-44.9% |
| Admin fee / account holder | $18 | $299-93.8% | $2,320-99.2% | $479-96.1% |