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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 · EIN 95-1411037 | Recordkeeping | $3,210 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,802 | $80,753-22.2% | $136,298-53.9% | $62,293+0.8% |
| Participation rate | 98.8% | 73.5%+25.3pp | 81.9%+16.9pp | 69.5%+29.3pp |
| Annual return | 21.74% | 35.83%-14.1pp | 5156.27%-5134.5pp | 28.90%-7.2pp |
| Employer contribution / active EE | $1,355 | $2,884-53.0% | $4,696-71.2% | $2,042-33.7% |
| Participant deferral / active EE | $3,871 | $5,164-25.0% | $6,247-38.0% | $3,169+22.2% |
| Admin fee / account holder | $11 | $525-97.8% | $9,244-99.9% | $479-97.6% |