Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 · EIN 95-1411037 | Recordkeeping | $4,005 |
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 | $54,973 | $73,102-24.8% | $123,552-55.5% | $56,287-2.3% |
| Participation rate | 99.5% | 74.3%+25.2pp | 82.3%+17.2pp | 69.9%+29.6pp |
| Annual return | -5.15% | 3.01%-8.2pp | 119.20%-124.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,400 | $2,977-53.0% | $4,628-69.8% | $2,111-33.7% |
| Participant deferral / active EE | $3,706 | $5,423-31.7% | $6,426-42.3% | $3,350+10.6% |
| Admin fee / account holder | $13 | $554-97.7% | $9,285-99.9% | $521-97.6% |