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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,345 | $71,192-92.5% | $117,861-95.5% | $62,293-91.4% |
| Participation rate | 45.1% | 74.2%-29.1pp | 79.7%-34.6pp | 69.5%-24.4pp |
| Annual return | 0.00% | 18.66%-18.7pp | 335.11%-335.1pp | 28.90%-28.9pp |
| Employer contribution / active EE | $816 | $1,934-57.8% | $3,786-78.4% | $2,042-60.0% |
| Participant deferral / active EE | $1,127 | $3,189-64.6% | $4,482-74.8% | $3,169-64.4% |
| Admin fee / account holder | $3 | $587-99.4% | $8,021-100.0% | $479-99.3% |