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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET, 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $5,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,544 | $35,986-45.7% | $77,552-74.8% | $73,497-73.4% |
| Participation rate | 65.6% | 40.8%+24.8pp | 54.2%+11.5pp | 70.7%-5.0pp |
| Annual return | 12.97% | 19.26%-6.3pp | 54.82%-41.9pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,406 | $557+152.2% | $987+42.5% | $2,270-38.1% |
| Participant deferral / active EE | $610 | $1,198-49.1% | $1,861-67.2% | $3,740-83.7% |
| Admin fee / account holder | $52 | $466-88.9% | $2,859-98.2% | $513-89.9% |