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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $1,210 |
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.
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 | $15,479 | $69,159-77.6% | $125,180-87.6% | $67,579-77.1% |
| Participation rate | 42.1% | 78.2%-36.1pp | 79.8%-37.7pp | 71.3%-29.2pp |
| Annual return | 36.68% | 27.12%+9.6pp | 43.79%-7.1pp | 378.56%-341.9pp |
| Employer contribution / active EE | $883 | $2,023-56.4% | $3,866-77.2% | $2,148-58.9% |
| Participant deferral / active EE | $1,513 | $3,700-59.1% | $4,937-69.4% | $3,539-57.2% |
| Admin fee / account holder | $8 | $142-94.5% | $9,703-99.9% | $142-94.5% |