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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,400 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,983 | $23,385+122.3% | $69,182-24.9% | $57,658-9.8% |
| Participation rate | 15.4% | 37.9%-22.5pp | 55.1%-39.7pp | 70.2%-54.9pp |
| Annual return | 7.66% | -659.34%+667.0pp | -21.93%+29.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $254 | $422-39.8% | $1,206-78.9% | $1,974-87.1% |
| Participant deferral / active EE | $657 | $843-22.1% | $1,897-65.4% | $3,061-78.5% |
| Admin fee / account holder | $17 | $82-79.8% | $2,697-99.4% | $95-82.5% |