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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 | $88,982+32.6% | $102,438+15.2% | $77,671+52.0% |
| Participation rate | 82.0% | 80.9%+1.1pp | 76.5%+5.5pp | 70.6%+11.4pp |
| Annual return | 10.17% | 25.01%-14.8pp | 29.37%-19.2pp | 31.21%-21.0pp |
| Employer contribution / active EE | $1,798 | $2,698-33.4% | $3,024-40.5% | $2,726-34.0% |
| Participant deferral / active EE | $6,506 | $5,144+26.5% | $5,054+28.7% | $4,648+40.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,448-100.0% | $430-100.0% |