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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 | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,692 | $60,165-29.0% | $74,184-42.5% | $55,167-22.6% |
| Participation rate | 39.7% | 74.2%-34.4pp | 76.6%-36.9pp | 69.0%-29.3pp |
| Annual return | 8.15% | 10.00%-1.8pp | 17.74%-9.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $861 | $1,600-46.2% | $2,370-63.7% | $1,963-56.1% |
| Participant deferral / active EE | $1,263 | $2,973-57.5% | $3,550-64.4% | $3,054-58.6% |
| Admin fee / account holder | $7 | $419-98.4% | $5,586-99.9% | $504-98.7% |