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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 | $3,690 |
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 | $118,022 | $89,123+32.4% | $102,460+15.2% | $77,762+51.8% |
| Participation rate | 82.0% | 80.9%+1.1pp | 76.5%+5.5pp | 70.6%+11.4pp |
| Annual return | 10.17% | 25.05%-14.9pp | 29.47%-19.3pp | 31.27%-21.1pp |
| Employer contribution / active EE | $1,798 | $2,700-33.4% | $3,025-40.6% | $2,728-34.1% |
| Participant deferral / active EE | $6,506 | $5,148+26.4% | $5,056+28.7% | $4,651+39.9% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |