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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 COMPANY, INC. · LOS ANGELES, CA 90071 | Recordkeeping Fees | $650 |
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 | $52,723 | $80,753-34.7% | $136,297-61.3% | $62,293-15.4% |
| Participation rate | 92.1% | 73.5%+18.5pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 20.97% | 35.83%-14.9pp | 5156.16%-5135.2pp | 28.90%-7.9pp |
| Employer contribution / active EE | $1,622 | $2,884-43.8% | $4,696-65.5% | $2,042-20.6% |
| Participant deferral / active EE | $4,727 | $5,164-8.5% | $6,247-24.3% | $3,169+49.2% |
| Admin fee / account holder | $24 | $525-95.4% | $9,244-99.7% | $479-94.9% |