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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Service code 12 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Claims processing; Participant commun... | $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 | $31,171 | $56,438-44.8% | $76,902-59.5% | $71,529-56.4% |
| Participation rate | 96.9% | 64.3%+32.6pp | 69.6%+27.3pp | 67.9%+29.0pp |
| Annual return | 16.27% | 19.05%-2.8pp | 37.91%-21.6pp | 28.97%-12.7pp |
| Employer contribution / active EE | $2,135 | $1,864+14.6% | $2,534-15.8% | $2,590-17.6% |
| Participant deferral / active EE | $2,314 | $3,136-26.2% | $3,833-39.6% | $4,291-46.1% |
| Admin fee / account holder | $4 | $1,430-99.7% | $5,479-99.9% | $1,588-99.7% |