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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $4,345 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,026 | $46,732-35.7% | $156,551-80.8% | $55,167-45.6% |
| Participation rate | 35.3% | 65.8%-30.5pp | 84.0%-48.8pp | 69.0%-33.7pp |
| Annual return | 5.78% | 17.72%-11.9pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $298 | $2,105-85.9% | $5,501-94.6% | $1,963-84.8% |
| Participant deferral / active EE | $449 | $2,204-79.6% | $4,871-90.8% | $3,054-85.3% |
| Admin fee / account holder | $71 | $418-83.0% | $13,028-99.5% | $504-85.9% |