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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 · EIN 95-6817943 12711 N MERDIAN ST · CARMEL, IA 460329181 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,576 | $77,788+60.1% | $119,126+4.6% | $64,728+92.5% |
| Participation rate | 10.6% | 69.4%-58.8pp | 75.8%-65.2pp | 57.9%-47.3pp |
| Annual return | 16.95% | 13.19%+3.8pp | 282.11%-265.2pp | 49.38%-32.4pp |
| Employer contribution / active EE | $1,326 | $4,031-67.1% | $4,034-67.1% | $2,243-40.9% |
| Participant deferral / active EE | $1,612 | $2,599-38.0% | $5,318-69.7% | $2,729-40.9% |
| Admin fee / account holder | $329 | $1,365-75.9% | $10,693-96.9% | $1,145-71.2% |