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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1920 MAIN ST · IRVINE, CA 92614 | Advisory (Plan) | $31,049 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,938 |
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 | $52,543 | $63,314-17.0% | $91,004-42.3% | $62,293-15.7% |
| Participation rate | 94.7% | 73.3%+21.4pp | 75.6%+19.1pp | 69.5%+25.2pp |
| Annual return | 17.22% | 21.00%-3.8pp | 4.60%+12.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,602 | $2,944+56.3% | $3,548+29.7% | $3,169+45.2% |
| Admin fee / account holder | $191 | $468-59.2% | $5,417-96.5% | $479-60.2% |