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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $11,380 |
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 | $3,081 | $47,977-93.6% | $154,111-98.0% | $56,287-94.5% |
| Participation rate | 74.3% | 66.2%+8.1pp | 83.0%-8.7pp | 69.9%+4.5pp |
| Annual return | 7.38% | 3.54%+3.8pp | 735.18%-727.8pp | -9.96%+17.3pp |
| Employer contribution / active EE | $596 | $2,169-72.5% | $5,298-88.8% | $2,111-71.8% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $41 | $438-90.7% | $13,411-99.7% | $521-92.2% |