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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,741 | $55,453-91.5% | $170,435-97.2% | $62,293-92.4% |
| Participation rate | 1.0% | 66.4%-65.3pp | 83.6%-82.6pp | 69.5%-68.5pp |
| Annual return | 3.17% | 21.38%-18.2pp | 205.94%-202.8pp | 28.90%-25.7pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |