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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $6,004 |
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 | $62,983 | $62,267+1.1% | $110,243-42.9% | $55,725+13.0% |
| Participation rate | 72.6% | 78.1%-5.5pp | 79.8%-7.2pp | 70.9%+1.7pp |
| Annual return | -3.83% | -1.07%-2.8pp | 314.76%-318.6pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,641 | $1,941-15.5% | $3,827-57.1% | $2,078-21.0% |
| Participant deferral / active EE | $2,568 | $3,516-27.0% | $4,672-45.0% | $3,356-23.5% |
| Admin fee / account holder | $22 | $121-81.5% | $8,548-99.7% | $115-80.6% |