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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $6,895 |
Service code 13 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Contract Administrator | $3,636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,181 | $55,453-60.0% | $170,435-87.0% | $62,293-64.4% |
| Participation rate | 55.2% | 66.4%-11.1pp | 83.6%-28.4pp | 69.5%-14.3pp |
| Annual return | 17.44% | 21.38%-3.9pp | 205.94%-188.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $335 | $2,164-84.5% | $5,432-93.8% | $2,042-83.6% |
| Participant deferral / active EE | $1,368 | $2,303-40.6% | $4,939-72.3% | $3,169-56.8% |
| Admin fee / account holder | $74 | $455-83.6% | $13,881-99.5% | $479-84.5% |