Filed October 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $118,811 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $61,976 |
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 | $27,031 | $38,058-29.0% | $169,452-84.0% | $75,289-64.1% |
| Participation rate | 43.8% | 65.1%-21.3pp | 77.8%-33.9pp | 72.4%-28.6pp |
| Annual return | -5.01% | -2.88%-2.1pp | 1.83%-6.8pp | -0.04%-5.0pp |
| Employer contribution / active EE | $877 | $1,478-40.7% | $4,157-78.9% | $2,405-63.5% |
| Participant deferral / active EE | $1,535 | $3,201-52.1% | $5,277-70.9% | $3,739-59.0% |
| Admin fee / account holder | $186 | $85+118.3% | $9,110-98.0% | $102+81.8% |