Filed February 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,550 |
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.
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 | $39,788 | $74,089-46.3% | $133,975-70.3% | $55,167-27.9% |
| Participation rate | 63.4% | 84.3%-20.9pp | 87.1%-23.7pp | 69.0%-5.6pp |
| Annual return | 7.87% | 12.11%-4.2pp | 29.29%-21.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,355 | $3,064-55.8% | $5,211-74.0% | $1,963-31.0% |
| Participant deferral / active EE | $1,853 | $4,678-60.4% | $6,282-70.5% | $3,054-39.3% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |