Filed June 30, 2026
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $30,019 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,223 | $82,546-0.4% | $140,016-41.3% | $75,289+9.2% |
| Participation rate | 94.3% | 88.4%+6.0pp | 87.5%+6.9pp | 72.4%+21.9pp |
| Annual return | -13.21% | -0.36%-12.8pp | 651.12%-664.3pp | -0.04%-13.2pp |
| Employer contribution / active EE | $3,200 | $3,856-17.0% | $5,606-42.9% | $2,405+33.0% |
| Participant deferral / active EE | $5,997 | $5,731+4.6% | $6,927-13.4% | $3,739+60.4% |
| Admin fee / account holder | $12 | $86-85.7% | $10,705-99.9% | $102-88.0% |