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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 | $950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,366 | $22,714-80.8% | $59,496-92.7% | $55,191-92.1% |
| Participation rate | 36.8% | 37.5%-0.6pp | 54.6%-17.7pp | 69.2%-32.3pp |
| Annual return | 2.57% | -44.01%+46.6pp | 182.05%-179.5pp | 10.78%-8.2pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $516 | $843-38.8% | $1,829-71.8% | $3,046-83.1% |
| Admin fee / account holder | $3 | $83-96.3% | $2,232-99.9% | $91-96.6% |