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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 | $3,608 |
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 | $43,874 | $36,916+18.8% | $156,551-72.0% | $57,658-23.9% |
| Participation rate | 31.4% | 63.4%-32.0pp | 84.0%-52.6pp | 70.2%-38.8pp |
| Annual return | 7.36% | 12.38%-5.0pp | 32.23%-24.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $464 | $1,571-70.5% | $5,501-91.6% | $1,974-76.5% |
| Participant deferral / active EE | $964 | $1,926-49.9% | $4,871-80.2% | $3,061-68.5% |
| Admin fee / account holder | $16 | $82-81.0% | $13,028-99.9% | $95-83.4% |