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 FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,154 | $53,412-22.9% | $68,509-39.9% | $52,331-21.4% |
| Participation rate | 96.3% | 71.7%+24.6pp | 74.7%+21.5pp | 68.1%+28.2pp |
| Annual return | -0.52% | 3.42%-3.9pp | 8.27%-8.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $20 | $1,607-98.8% | $2,278-99.1% | $1,882-98.9% |
| Participant deferral / active EE | $4,091 | $2,688+52.2% | $3,382+20.9% | $3,022+35.4% |
| Admin fee / account holder | $8 | $461-98.2% | $5,275-99.8% | $592-98.6% |