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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 | $688 |
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).
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 | $90,406 | $76,551+18.1% | $123,894-27.0% | $62,881+43.8% |
| Participation rate | 66.3% | 73.0%-6.7pp | 81.4%-15.1pp | 69.3%-3.0pp |
| Annual return | 7.32% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $630 | $2,882-78.1% | $4,617-86.4% | $2,281-72.4% |
| Participant deferral / active EE | $2,037 | $4,840-57.9% | $5,984-66.0% | $3,203-36.4% |
| Admin fee / account holder | $9 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |