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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 | $5,946 |
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 | $48,697 | $59,191-17.7% | $76,767-36.6% | $56,289-13.5% |
| Participation rate | 81.3% | 75.2%+6.1pp | 77.0%+4.3pp | 69.9%+11.5pp |
| Annual return | -3.64% | 6.62%-10.3pp | 2.43%-6.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,482 | $1,759-15.8% | $2,485-40.4% | $2,111-29.8% |
| Participant deferral / active EE | $3,590 | $3,255+10.3% | $3,852-6.8% | $3,350+7.2% |
| Admin fee / account holder | $29 | $489-94.0% | $6,675-99.6% | $521-94.3% |