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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Finders' fees / placement fees; Direc... | $2,700 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,100 |
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 | $17,843 | $36,916-51.7% | $156,551-88.6% | $57,658-69.1% |
| Participation rate | 55.4% | 63.4%-8.1pp | 84.0%-28.7pp | 70.2%-14.9pp |
| Annual return | 7.32% | 12.38%-5.1pp | 32.23%-24.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $782 | $1,571-50.2% | $5,501-85.8% | $1,974-60.4% |
| Participant deferral / active EE | $1,248 | $1,926-35.2% | $4,871-74.4% | $3,061-59.2% |
| Admin fee / account holder | $19 | $82-77.3% | $13,028-99.9% | $95-80.2% |