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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MGMT COMPANY Service code 19 · EIN 95-1411037 PO BOX 6040 · INDIANAPOLIS, IN 46206 | Securities Custodian | $480 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,363 | $37,117-37.1% | $147,617-84.2% | $55,191-57.7% |
| Participation rate | 18.5% | 63.6%-45.1pp | 84.6%-66.1pp | 69.2%-50.6pp |
| Annual return | 1.06% | 3.44%-2.4pp | 61.98%-60.9pp | 10.78%-9.7pp |
| Employer contribution / active EE | $193 | $1,620-88.1% | $5,564-96.5% | $1,899-89.8% |
| Participant deferral / active EE | $287 | $1,985-85.6% | $4,895-94.1% | $3,046-90.6% |
| Admin fee / account holder | $17 | $86-79.8% | $11,612-99.9% | $91-81.0% |