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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 | $106,749-33.7% | $145,433-51.3% | $82,448-14.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.78% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,677 | $3,444-51.3% | $4,554-63.2% | $2,551-34.3% |
| Participant deferral / active EE | $8,932 | $6,519+37.0% | $7,897+13.1% | $4,139+115.8% |
| Admin fee / account holder | $5 | $8,390-99.9% | $13,129-100.0% | $7,234-99.9% |