Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,687 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 · EIN 26-4310632 | Other Services | $19 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $98,461 | $63,924+54.0% | $108,582-9.3% | $55,167+78.5% |
| Participation rate | 48.7% | 74.3%-25.6pp | 79.6%-30.9pp | 69.0%-20.3pp |
| Annual return | 6.60% | 15.31%-8.7pp | -51.70%+58.3pp | 169.23%-162.6pp |
| Employer contribution / active EE | $2,669 | $1,879+42.0% | $3,758-29.0% | $1,963+36.0% |
| Participant deferral / active EE | $2,242 | $3,067-26.9% | $4,311-48.0% | $3,054-26.6% |
| Admin fee / account holder | $26 | $618-95.9% | $7,645-99.7% | $504-94.9% |