Filed July 13, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,738 |
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,282 | $52,884+114.2% | $84,753+33.7% | $55,167+105.3% |
| Participation rate | 89.5% | 67.5%+22.0pp | 76.6%+12.9pp | 69.0%+20.5pp |
| Annual return | -7.43% | 18.03%-25.5pp | 22.78%-30.2pp | 169.23%-176.7pp |
| Employer contribution / active EE | $4,540 | $2,233+103.3% | $3,574+27.0% | $1,963+131.3% |
| Participant deferral / active EE | $4,280 | $2,644+61.9% | $3,712+15.3% | $3,054+40.1% |
| Admin fee / account holder | $14 | $581-97.7% | $5,333-99.7% | $504-97.3% |