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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Service code 12 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Participant communication; Recordkeep... | $2,003 |
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 | $26,674 | $54,590-51.1% | $81,726-67.4% | $73,497-63.7% |
| Participation rate | 97.7% | 68.3%+29.4pp | 72.0%+25.7pp | 70.7%+27.1pp |
| Annual return | 21.25% | 17.74%+3.5pp | 29.49%-8.2pp | 28.51%-7.3pp |
| Employer contribution / active EE | $1,855 | $1,636+13.4% | $4,311-57.0% | $2,270-18.3% |
| Participant deferral / active EE | $2,133 | $2,759-22.7% | $7,108-70.0% | $3,740-43.0% |
| Admin fee / account holder | $9 | $592-98.4% | $5,160-99.8% | $513-98.2% |