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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,333 | $72,177-27.5% | $115,037-54.5% | $59,633-12.2% |
| Participation rate | 41.9% | 72.6%-30.7pp | 81.4%-39.5pp | 68.7%-26.8pp |
| Annual return | -1.21% | 12.02%-13.2pp | 26.14%-27.4pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,708 | $4,783-22.5% | $6,026-38.5% | $3,192+16.2% |
| Admin fee / account holder | $12 | $4,927-99.7% | $8,175-99.8% | $4,297-99.7% |