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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 | $26,866 |
Service code 27 1920 MAIN ST. · IRVINE, CA 92614 | Advisory (Plan) | $21,685 |
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 | $16,277 | $43,453-62.5% | $109,313-85.1% | $63,975-74.6% |
| Participation rate | 63.3% | 59.3%+4.0pp | 71.3%-8.0pp | 71.1%-7.9pp |
| Annual return | 9.19% | 9.85%-0.7pp | 22.07%-12.9pp | 48.65%-39.5pp |
| Employer contribution / active EE | $429 | $1,799-76.2% | $3,892-89.0% | $2,182-80.3% |
| Participant deferral / active EE | $1,016 | $2,093-51.5% | $3,166-67.9% | $3,356-69.7% |
| Admin fee / account holder | $60 | $79-23.7% | $5,666-98.9% | $70-14.5% |