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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,723 | $43,344+40.1% | $59,899+1.4% | $64,173-5.4% |
| Participation rate | 61.4% | 69.2%-7.7pp | 74.7%-13.2pp | 69.6%-8.1pp |
| Annual return | -3.68% | -1.55%-2.1pp | 3.46%-7.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,435 | $2,030-29.3% | $2,723-47.3% | $2,381-39.7% |
| Participant deferral / active EE | $3,381 | $2,547+32.7% | $3,402-0.6% | $3,470-2.5% |
| Admin fee / account holder | $25 | $3,008-99.2% | $3,592-99.3% | $4,887-99.5% |