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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 · EIN 82-4555287 12711 N. MERIDIAN STREET · CARMEL, IN 46032 | Recordkeeping Fees | $100 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $36,293 | $43,133-15.9% | $89,400-59.4% | $73,493-50.6% |
| Participation rate | 5.4% | 55.0%-49.6pp | 68.0%-62.6pp | 70.7%-65.3pp |
| Annual return | 12.12% | 135.66%-123.5pp | 245.64%-233.5pp | 28.51%-16.4pp |
| Employer contribution / active EE | $83 | $1,438-94.3% | $2,586-96.8% | $2,270-96.4% |
| Participant deferral / active EE | $297 | $2,445-87.9% | $3,890-92.4% | $3,740-92.1% |
| Admin fee / account holder | $4 | $444-99.2% | $4,882-99.9% | $513-99.3% |