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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 | $3,188 |
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 | $47,562 | $36,916+28.8% | $156,551-69.6% | $57,658-17.5% |
| Participation rate | 50.5% | 63.4%-12.9pp | 84.0%-33.5pp | 70.2%-19.7pp |
| Annual return | 7.46% | 12.38%-4.9pp | 32.23%-24.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $1,392 | $1,571-11.4% | $5,501-74.7% | $1,974-29.5% |
| Participant deferral / active EE | $3,125 | $1,926+62.3% | $4,871-35.9% | $3,061+2.1% |
| Admin fee / account holder | $3 | $82-95.8% | $13,028-100.0% | $95-96.3% |