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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $5,250 |
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 | $54,152 | $107,378-49.6% | $108,582-50.1% | $57,658-6.1% |
| Participation rate | 77.3% | 77.1%+0.2pp | 79.6%-2.3pp | 70.2%+7.1pp |
| Annual return | 9.33% | 12.80%-3.5pp | -51.70%+61.0pp | 5.13%+4.2pp |
| Employer contribution / active EE | $1,457 | $1,782-18.2% | $3,758-61.2% | $1,974-26.2% |
| Participant deferral / active EE | $2,558 | $3,221-20.6% | $4,311-40.7% | $3,061-16.4% |
| Admin fee / account holder | $20 | $108-82.0% | $7,645-99.7% | $95-79.4% |