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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $11,898 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,549 | $63,773+24.7% | $81,286-2.1% | $80,925-1.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 17.43% | 16.37%+1.1pp | 24.80%-7.4pp | 35.65%-18.2pp |
| Employer contribution / active EE | $3,589 | $1,979+81.3% | $2,463+45.8% | $2,756+30.2% |
| Participant deferral / active EE | $5,097 | $3,093+64.8% | $3,883+31.3% | $4,299+18.6% |
| Admin fee / account holder | $100 | $5,682-98.2% | $5,764-98.3% | $6,940-98.6% |