Filed March 12, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,704 | $88,083-0.4% | $164,813-46.8% | $74,495+17.7% |
| Participation rate | 75.4% | 73.0%+2.4pp | 78.6%-3.2pp | 67.2%+8.2pp |
| Annual return | 16.26% | 17.26%-1.0pp | 69.93%-53.7pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,020 | $2,593-60.7% | $4,341-76.5% | $2,623-61.1% |
| Participant deferral / active EE | $8,554 | $4,498+90.2% | $6,031+41.8% | $4,346+96.8% |
| Admin fee / account holder | $28 | $2,234-98.7% | $12,690-99.8% | $1,942-98.5% |