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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $10,904 |
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.
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 | $9,874 | $28,416-65.3% | $73,545-86.6% | $69,631-85.8% |
| Participation rate | 47.4% | 38.3%+9.0pp | 54.9%-7.5pp | 70.7%-23.3pp |
| Annual return | 18.95% | -694.13%+713.1pp | -15.16%+34.1pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $740 | $897-17.5% | $1,806-59.0% | $3,224-77.0% |
| Admin fee / account holder | $58 | $104-44.7% | $2,320-97.5% | $110-47.8% |