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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 · EIN 95-1411037 | Recordkeeping | $4,135 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,997 | $75,183-29.5% | $123,894-57.2% | $55,167-3.9% |
| Participation rate | 98.3% | 72.8%+25.5pp | 81.4%+16.9pp | 69.0%+29.3pp |
| Annual return | 8.02% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,250 | $2,823-55.7% | $4,617-72.9% | $1,963-36.3% |
| Participant deferral / active EE | $3,614 | $5,084-28.9% | $5,984-39.6% | $3,054+18.3% |
| Admin fee / account holder | $16 | $663-97.6% | $8,357-99.8% | $504-96.9% |