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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $7,191 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $141,281 | $71,192+98.5% | $117,861+19.9% | $62,293+126.8% |
| Participation rate | 98.1% | 74.2%+23.9pp | 79.7%+18.5pp | 69.5%+28.6pp |
| Annual return | 17.66% | 18.66%-1.0pp | 335.11%-317.4pp | 28.90%-11.2pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,443 | $3,189+70.7% | $4,482+21.4% | $3,169+71.7% |
| Admin fee / account holder | $52 | $587-91.1% | $8,021-99.3% | $479-89.0% |