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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,222 | $25,723-83.6% | $69,182-93.9% | $55,167-92.3% |
| Participation rate | 52.2% | 39.4%+12.8pp | 55.1%-2.9pp | 69.0%-16.7pp |
| Annual return | 0.00% | 9.56%-9.6pp | -21.93%+21.9pp | 169.23%-169.2pp |
| Employer contribution / active EE | $471 | $480-2.1% | $1,206-61.0% | $1,963-76.0% |
| Participant deferral / active EE | $755 | $963-21.6% | $1,897-60.2% | $3,054-75.3% |
| Admin fee / account holder | $2 | $365-99.5% | $2,697-99.9% | $504-99.7% |