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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,500 |
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 | $50,864 | $38,925+30.7% | $73,836-31.1% | $55,191-7.8% |
| Participation rate | 83.5% | 66.0%+17.5pp | 73.4%+10.0pp | 69.2%+14.3pp |
| Annual return | 0.68% | 6.31%-5.6pp | 2268.06%-2267.4pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,030 | $1,695-39.2% | $2,787-63.0% | $1,899-45.7% |
| Participant deferral / active EE | $2,560 | $2,351+8.9% | $3,583-28.5% | $3,046-16.0% |
| Admin fee / account holder | $0 | $83-100.0% | $4,882-100.0% | $91-100.0% |