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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $5,412 |
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 | $42,062 | $60,165-30.1% | $74,184-43.3% | $55,167-23.8% |
| Participation rate | 84.6% | 74.2%+10.4pp | 76.6%+8.0pp | 69.0%+15.6pp |
| Annual return | 7.84% | 10.00%-2.2pp | 17.74%-9.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,300 | $1,600-18.7% | $2,370-45.1% | $1,963-33.7% |
| Participant deferral / active EE | $3,706 | $2,973+24.7% | $3,550+4.4% | $3,054+21.4% |
| Admin fee / account holder | $26 | $419-93.7% | $5,586-99.5% | $504-94.8% |