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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,538 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,324 | $73,404+33.9% | $87,102+12.9% | $67,579+45.5% |
| Participation rate | 92.5% | 80.9%+11.6pp | 76.9%+15.6pp | 71.3%+21.2pp |
| Annual return | 22.03% | 48.29%-26.3pp | 28.19%-6.2pp | 378.56%-356.5pp |
| Employer contribution / active EE | $3,114 | $2,014+54.6% | $2,521+23.5% | $2,148+45.0% |
| Participant deferral / active EE | $6,041 | $3,913+54.4% | $4,048+49.2% | $3,539+70.7% |
| Admin fee / account holder | $11 | $142-92.3% | $7,491-99.9% | $142-92.3% |