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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 · EIN 82-4555287 12711 N. MERIDIAN STREET · CARMEL, IN 46032 | Recordkeeping Fees | $285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,784 | $38,365-22.4% | $84,623-64.8% | $65,185-54.3% |
| Participation rate | 8.2% | 55.7%-47.4pp | 68.2%-60.0pp | 70.2%-62.0pp |
| Annual return | 19.38% | 32.00%-12.6pp | 258.77%-239.4pp | 29.38%-10.0pp |
| Employer contribution / active EE | $299 | $1,258-76.2% | $2,652-88.7% | $2,177-86.3% |
| Participant deferral / active EE | $681 | $2,278-70.1% | $3,899-82.5% | $3,514-80.6% |
| Admin fee / account holder | $10 | $451-97.7% | $4,913-99.8% | $847-98.8% |