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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Service code 12 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Consulting (pension); Copying and dup... | $925 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,853 | $50,199-50.5% | $69,890-64.4% | $66,949-62.9% |
| Participation rate | 95.6% | 66.3%+29.2pp | 70.5%+25.1pp | 69.8%+25.8pp |
| Annual return | -13.84% | -13.85%0pp | 190.84%-204.7pp | 1.57%-15.4pp |
| Employer contribution / active EE | $1,986 | $1,864+6.6% | $2,560-22.4% | $2,545-22.0% |
| Participant deferral / active EE | $2,103 | $3,112-32.4% | $3,848-45.4% | $4,239-50.4% |
| Admin fee / account holder | $4 | $600-99.4% | $6,267-99.9% | $594-99.3% |