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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET, 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $3,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,134 | $26,549-24.2% | $61,501-67.3% | $66,949-69.9% |
| Participation rate | 65.8% | 38.1%+27.7pp | 52.6%+13.3pp | 69.8%-4.0pp |
| Annual return | -13.98% | -16.21%+2.2pp | 339.04%-353.0pp | 1.57%-15.6pp |
| Employer contribution / active EE | $1,794 | $651+175.4% | $1,160+54.7% | $2,545-29.5% |
| Participant deferral / active EE | $675 | $1,338-49.6% | $2,125-68.3% | $4,239-84.1% |
| Admin fee / account holder | $35 | $409-91.3% | $2,132-98.3% | $594-94.0% |