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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,342 | $65,083-59.5% | $143,788-81.7% | $66,930-60.6% |
| Participation rate | 51.2% | 65.2%-14.0pp | 80.3%-29.1pp | 69.8%-18.6pp |
| Annual return | -15.96% | -11.13%-4.8pp | -0.03%-15.9pp | 1.57%-17.5pp |
| Employer contribution / active EE | $1,366 | $2,361-42.1% | $4,952-72.4% | $2,545-46.3% |
| Participant deferral / active EE | $3,162 | $2,920+8.3% | $5,638-43.9% | $4,238-25.4% |
| Admin fee / account holder | $66 | $502-86.8% | $14,675-99.5% | $593-88.8% |