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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,693 | $93,589-40.5% | $135,942-59.0% | $75,181-25.9% |
| Participation rate | 90.9% | 75.2%+15.7pp | 81.9%+9.0pp | 67.2%+23.7pp |
| Annual return | 15.21% | 30.90%-15.7pp | 68.28%-53.1pp | 160.69%-145.5pp |
| Employer contribution / active EE | $2,396 | $3,537-32.3% | $4,858-50.7% | $2,671-10.3% |
| Participant deferral / active EE | $8,750 | $6,405+36.6% | $7,759+12.8% | $4,126+112.1% |
| Admin fee / account holder | $10 | $6,977-99.9% | $10,764-99.9% | $5,650-99.8% |