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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 · EIN 95-6817943 | Recordkeeping | $1,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,377 | $43,504-67.0% | $68,612-79.0% | $56,289-74.5% |
| Participation rate | 28.3% | 67.8%-39.5pp | 72.2%-43.9pp | 69.9%-41.6pp |
| Annual return | -9.85% | -3.15%-6.7pp | -4.63%-5.2pp | -9.96%+0.1pp |
| Employer contribution / active EE | $1,061 | $1,525-30.5% | $2,625-59.6% | $2,111-49.8% |
| Participant deferral / active EE | $1,694 | $2,509-32.5% | $3,311-48.8% | $3,350-49.4% |
| Admin fee / account holder | $21 | $515-96.0% | $5,131-99.6% | $521-96.1% |