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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,602 | $83,023-47.5% | $102,437-57.4% | $77,762-43.9% |
| Participation rate | 42.0% | 71.5%-29.5pp | 74.5%-32.5pp | 70.6%-28.6pp |
| Annual return | 11.58% | 19.12%-7.5pp | 24.95%-13.4pp | 31.27%-19.7pp |
| Employer contribution / active EE | $1,413 | $3,552-60.2% | $3,871-63.5% | $2,728-48.2% |
| Participant deferral / active EE | $1,618 | $4,110-60.6% | $5,060-68.0% | $4,651-65.2% |
| Admin fee / account holder | $123 | $639-80.7% | $8,388-98.5% | $433-71.5% |