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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year 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 | $39,013 | $93,010-58.1% | $96,520-59.6% | $74,440-47.6% |
| Participation rate | 43.6% | 71.6%-27.9pp | 74.3%-30.7pp | 70.7%-27.1pp |
| Annual return | 24.41% | 37.50%-13.1pp | 35.72%-11.3pp | 34.37%-10.0pp |
| Employer contribution / active EE | $1,105 | $3,427-67.8% | $3,739-70.4% | $2,638-58.1% |
| Participant deferral / active EE | $1,341 | $3,971-66.2% | $4,879-72.5% | $4,529-70.4% |
| Admin fee / account holder | $2 | $633-99.7% | $6,733-100.0% | $348-99.4% |