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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 · EIN 95-1411037 | Recordkeeping | $3,245 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,891 | $70,002-34.4% | $115,038-60.1% | $52,331-12.3% |
| Participation rate | 98.3% | 72.1%+26.2pp | 81.4%+16.9pp | 68.1%+30.2pp |
| Annual return | 2.35% | 4.04%-1.7pp | 26.14%-23.8pp | 4.54%-2.2pp |
| Employer contribution / active EE | $1,111 | $2,715-59.1% | $4,608-75.9% | $1,882-41.0% |
| Participant deferral / active EE | $3,205 | $4,920-34.8% | $6,026-46.8% | $3,022+6.1% |
| Admin fee / account holder | $12 | $566-97.9% | $8,175-99.9% | $592-98.0% |