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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 | $4,538 |
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 | $50,453 | $57,096-11.6% | $94,229-46.5% | $55,191-8.6% |
| Participation rate | 77.8% | 75.7%+2.2pp | 78.8%-1.0pp | 69.2%+8.7pp |
| Annual return | 1.86% | 159.65%-157.8pp | 10.68%-8.8pp | 10.78%-8.9pp |
| Employer contribution / active EE | $1,493 | $1,708-12.6% | $3,587-58.4% | $1,899-21.4% |
| Participant deferral / active EE | $2,574 | $3,165-18.7% | $4,320-40.4% | $3,046-15.5% |
| Admin fee / account holder | $17 | $89-81.0% | $6,269-99.7% | $91-81.3% |