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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $575 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,808 | $106,524-33.5% | $152,301-53.5% | $87,485-19.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 18.78% | 26.89%-8.1pp | 80.50%-61.7pp | 26.06%-7.3pp |
| Employer contribution / active EE | $1,677 | $3,371-50.3% | $4,624-63.7% | $2,596-35.4% |
| Participant deferral / active EE | $8,932 | $6,525+36.9% | $8,004+11.6% | $4,274+109.0% |
| Admin fee / account holder | $5 | $8,287-99.9% | $14,398-100.0% | $7,775-99.9% |