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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 19 · EIN 95-1411037 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,832 | $46,732-81.1% | $156,551-94.4% | $55,167-84.0% |
| Participation rate | 1.7% | 65.8%-64.1pp | 84.0%-82.3pp | 69.0%-67.3pp |
| Annual return | -1.12% | 17.72%-18.8pp | 32.23%-33.4pp | 169.23%-170.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |