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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 COMPANY, INC. · LOS ANGELES, CA 90071 | Recordkeeping | $300 |
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 | $97,996 | $41,854+134.1% | $73,836+32.7% | $52,331+87.3% |
| Participation rate | 99.1% | 66.2%+32.8pp | 73.4%+25.6pp | 68.1%+31.0pp |
| Annual return | 0.64% | 2.11%-1.5pp | 2268.06%-2267.4pp | 4.54%-3.9pp |
| Employer contribution / active EE | $7,789 | $1,920+305.6% | $2,787+179.4% | $1,882+313.9% |
| Participant deferral / active EE | $2,481 | $2,498-0.7% | $3,583-30.8% | $3,022-17.9% |
| Admin fee / account holder | $34 | $493-93.0% | $4,882-99.3% | $592-94.2% |