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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 | $3,950 |
Service code 50 · EIN 71-0294708 | Direct Payment | $20 |
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 | $29,836 | $46,173-35.4% | $170,435-82.5% | $69,631-57.2% |
| Participation rate | 94.4% | 63.9%+30.5pp | 83.6%+10.8pp | 70.7%+23.7pp |
| Annual return | 15.59% | 21.62%-6.0pp | 205.94%-190.4pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $2,977 | $1,610+84.9% | $5,432-45.2% | $2,032+46.5% |
| Participant deferral / active EE | $3,653 | $2,080+75.6% | $4,939-26.0% | $3,224+13.3% |
| Admin fee / account holder | $6 | $116-95.1% | $13,881-100.0% | $110-94.9% |