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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $12,404 |
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $4,445 |
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 | $25,204 | $43,999-42.7% | $79,467-68.3% | $55,725-54.8% |
| Participation rate | 45.5% | 66.9%-21.5pp | 73.3%-27.9pp | 70.9%-25.4pp |
| Annual return | 12.00% | 1.81%+10.2pp | 718.30%-706.3pp | 244.93%-232.9pp |
| Employer contribution / active EE | $802 | $1,830-56.2% | $2,800-71.4% | $2,078-61.4% |
| Participant deferral / active EE | $1,358 | $2,538-46.5% | $3,704-63.3% | $3,356-59.5% |
| Admin fee / account holder | $44 | $118-62.8% | $5,104-99.1% | $115-62.0% |