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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $5,870 |
Service code 10 · EIN 95-0858589 | Accounting | $4,129 |
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 | $66,256 | $71,666-7.5% | $117,861-43.8% | $69,631-4.8% |
| Participation rate | 72.6% | 77.5%-4.9pp | 79.7%-7.0pp | 70.7%+1.9pp |
| Annual return | 18.55% | 18.86%-0.3pp | 335.11%-316.6pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $1,426 | $1,889-24.5% | $3,786-62.3% | $2,032-29.8% |
| Participant deferral / active EE | $2,502 | $3,340-25.1% | $4,482-44.2% | $3,224-22.4% |
| Admin fee / account holder | $38 | $120-68.6% | $8,021-99.5% | $110-65.8% |