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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 · EIN 95-1411037 | Recordkeeping | $25 |
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.
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 | $63,672 | $32,425+96.4% | $74,577-14.6% | $55,167+15.4% |
| Participation rate | 8.6% | 54.0%-45.4pp | 68.1%-59.5pp | 69.0%-60.4pp |
| Annual return | 6.21% | 10.63%-4.4pp | 20.47%-14.3pp | 169.23%-163.0pp |
| Employer contribution / active EE | $284 | $1,043-72.8% | $2,525-88.8% | $1,963-85.5% |
| Participant deferral / active EE | $490 | $1,995-75.4% | $3,458-85.8% | $3,054-84.0% |
| Admin fee / account holder | $6 | $748-99.2% | $4,138-99.8% | $504-98.8% |