Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS8+ years Filed as: CAPITAL RESEARCH & CONSULTING LLC Service code 26 · EIN 95-4660745 | Advisory (Participants) | $188,789 |
Filed as: ABACUS Service code 27 · EIN 47-1094214 | Advisory (Plan) | $6,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$224,927 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,199 | $84,000-18.8% | $119,634-43.0% | $77,906-12.5% |
| Participation rate | 97.4% | 77.8%+19.6pp | 79.3%+18.1pp | 73.7%+23.7pp |
| Annual return | -7.27% | -11.59%+4.3pp | -14.98%+7.7pp | 12.16%-19.4pp |
| Employer contribution / active EE | $4,597 | $2,907+58.1% | $4,232+8.6% | $2,846+61.5% |
| Participant deferral / active EE | $5,548 | $4,705+17.9% | $5,601-0.9% | $4,805+15.5% |
| Admin fee / account holder | -$18 | $116-115.4% | $10,329-100.2% | $133-113.5% |