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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,675 |
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 | $35,931 | $54,320-33.9% | $67,652-46.9% | $52,331-31.3% |
| Participation rate | 77.3% | 73.6%+3.7pp | 75.7%+1.6pp | 68.1%+9.2pp |
| Annual return | 1.95% | 6.81%-4.9pp | 6625.40%-6623.4pp | 4.54%-2.6pp |
| Employer contribution / active EE | $3,022 | $1,544+95.8% | $2,266+33.4% | $1,882+60.6% |
| Participant deferral / active EE | $3,532 | $2,950+19.7% | $3,560-0.8% | $3,022+16.9% |
| Admin fee / account holder | $21 | $527-95.9% | $4,821-99.6% | $592-96.4% |