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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,318 | $37,117+22.1% | $147,617-69.3% | $55,191-17.9% |
| Participation rate | 55.1% | 63.6%-8.5pp | 84.6%-29.5pp | 69.2%-14.1pp |
| Annual return | 3.13% | 3.44%-0.3pp | 61.98%-58.8pp | 10.78%-7.6pp |
| Employer contribution / active EE | $1,392 | $1,620-14.1% | $5,564-75.0% | $1,899-26.7% |
| Participant deferral / active EE | $3,121 | $1,985+57.2% | $4,895-36.3% | $3,046+2.4% |
| Admin fee / account holder | $3 | $86-96.2% | $11,612-100.0% | $91-96.4% |