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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $7,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $27,279 | $36,916-26.1% | $156,551-82.6% | $57,658-52.7% |
| Participation rate | 55.5% | 63.4%-7.9pp | 84.0%-28.5pp | 70.2%-14.7pp |
| Annual return | 0.59% | 12.38%-11.8pp | 32.23%-31.6pp | 5.13%-4.5pp |
| Employer contribution / active EE | $781 | $1,571-50.3% | $5,501-85.8% | $1,974-60.4% |
| Participant deferral / active EE | $1,341 | $1,926-30.4% | $4,871-72.5% | $3,061-56.2% |
| Admin fee / account holder | $16 | $82-81.0% | $13,028-99.9% | $95-83.4% |