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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 | $593 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,716 | $49,138+5.2% | $84,023-38.5% | $65,186-20.7% |
| Participation rate | 34.7% | 60.7%-26.0pp | 69.0%-34.3pp | 70.2%-35.5pp |
| Annual return | 19.79% | 23.00%-3.2pp | 71.32%-51.5pp | 29.39%-9.6pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,837 | $2,397-23.4% | $3,239-43.3% | $3,514-47.7% |
| Admin fee / account holder | $8 | $543-98.6% | $6,102-99.9% | $847-99.1% |