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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $6,150 |
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 | $48,164 | $28,109+71.3% | $71,089-32.2% | $56,289-14.4% |
| Participation rate | 51.0% | 40.4%+10.6pp | 54.6%-3.7pp | 69.9%-18.9pp |
| Annual return | -6.09% | -615.05%+609.0pp | 650.65%-656.7pp | -9.96%+3.9pp |
| Employer contribution / active EE | $649 | $558+16.4% | $1,088-40.3% | $2,111-69.2% |
| Participant deferral / active EE | $1,825 | $1,116+63.6% | $1,873-2.5% | $3,350-45.5% |
| Admin fee / account holder | $40 | $585-93.1% | $3,082-98.7% | $521-92.2% |