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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 | $850 |
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 | $10,644 | $39,245-72.9% | $64,105-83.4% | $52,331-79.7% |
| Participation rate | 87.3% | 58.2%+29.0pp | 68.2%+19.1pp | 68.1%+19.2pp |
| Annual return | 1.79% | 14.79%-13.0pp | 791.24%-789.5pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,471 | $736+99.8% | $1,820-19.2% | $1,882-21.8% |
| Participant deferral / active EE | $1,665 | $1,992-16.4% | $2,822-41.0% | $3,022-44.9% |
| Admin fee / account holder | $5 | $592-99.2% | $4,499-99.9% | $592-99.2% |