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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,708 | $31,810-9.8% | $64,105-55.2% | $59,188-51.5% |
| Participation rate | 24.4% | 57.7%-33.3pp | 68.2%-43.7pp | 69.4%-45.0pp |
| Annual return | 0.80% | 9.41%-8.6pp | 791.24%-790.4pp | 5.51%-4.7pp |
| Employer contribution / active EE | $176 | $659-73.3% | $1,820-90.3% | $2,098-91.6% |
| Participant deferral / active EE | $770 | $1,582-51.4% | $2,822-72.7% | $3,265-76.4% |
| Admin fee / account holder | $4 | $57-93.8% | $4,499-99.9% | $92-96.1% |