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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 | $1,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,486 | $22,714+65.0% | $59,496-37.0% | $55,191-32.1% |
| Participation rate | 17.7% | 37.5%-19.8pp | 54.6%-36.9pp | 69.2%-51.5pp |
| Annual return | -1.20% | -44.01%+42.8pp | 182.05%-183.2pp | 10.78%-12.0pp |
| Employer contribution / active EE | $332 | $418-20.6% | $1,153-71.2% | $1,899-82.5% |
| Participant deferral / active EE | $803 | $843-4.7% | $1,829-56.1% | $3,046-73.6% |
| Admin fee / account holder | $12 | $83-85.3% | $2,232-99.5% | $91-86.5% |