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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $994 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,898 | $88,186+46.2% | $165,071-21.9% | $74,459+73.1% |
| Participation rate | 38.0% | 73.1%-35.1pp | 78.6%-40.6pp | 67.2%-29.2pp |
| Annual return | 15.49% | 17.13%-1.6pp | 70.17%-54.7pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $859 | $2,600-67.0% | $4,347-80.2% | $2,626-67.3% |
| Participant deferral / active EE | $2,036 | $4,505-54.8% | $6,035-66.3% | $4,350-53.2% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,695-100.0% | $1,945-100.0% |