Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,746 | $37,196+20.3% | $154,108-71.0% | $55,725-19.7% |
| Participation rate | 25.5% | 64.1%-38.6pp | 83.0%-57.6pp | 70.9%-45.4pp |
| Annual return | -2.62% | 1319.68%-1322.3pp | 735.21%-737.8pp | 244.93%-247.6pp |
| Employer contribution / active EE | $426 | $1,614-73.6% | $5,298-92.0% | $2,078-79.5% |
| Participant deferral / active EE | $829 | $2,068-59.9% | $5,081-83.7% | $3,356-75.3% |
| Admin fee / account holder | $10 | $102-90.3% | $13,411-99.9% | $115-91.4% |