Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $7,617 |
Service code 13 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Contract Administrator | $3,072 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $19,699 | $47,977-58.9% | $154,111-87.2% | $56,287-65.0% |
| Participation rate | 55.3% | 66.2%-10.9pp | 83.0%-27.7pp | 69.9%-14.6pp |
| Annual return | -6.06% | 3.54%-9.6pp | 735.18%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $355 | $2,169-83.6% | $5,298-93.3% | $2,111-83.2% |
| Participant deferral / active EE | $1,538 | $2,392-35.7% | $5,081-69.7% | $3,350-54.1% |
| Admin fee / account holder | $60 | $438-86.4% | $13,411-99.6% | $521-88.5% |