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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 | $92,224+35.1% | $105,223+18.4% | $79,634+56.4% |
| Participation rate | 10.6% | 69.2%-58.5pp | 75.0%-64.4pp | 62.5%-51.9pp |
| Annual return | 16.95% | 88.65%-71.7pp | 180.65%-163.7pp | 36.46%-19.5pp |
| Employer contribution / active EE | $1,326 | $3,965-66.6% | $3,689-64.1% | $2,529-47.6% |
| Participant deferral / active EE | $1,612 | $3,834-58.0% | $5,072-68.2% | $3,835-58.0% |
| Admin fee / account holder | $329 | $1,121-70.6% | $8,859-96.3% | $1,002-67.1% |