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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,888 |
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 | $105,870 | $79,519+33.1% | $95,964+10.3% | $73,412+44.2% |
| Participation rate | 89.8% | 81.2%+8.6pp | 77.1%+12.7pp | 72.2%+17.6pp |
| Annual return | 25.53% | 19.20%+6.3pp | 91.64%-66.1pp | 59.30%-33.8pp |
| Employer contribution / active EE | $1,645 | $2,048-19.7% | $2,541-35.3% | $2,234-26.4% |
| Participant deferral / active EE | $6,292 | $4,138+52.1% | $4,167+51.0% | $3,806+65.3% |
| Admin fee / account holder | $3 | $184-98.6% | $6,797-100.0% | $158-98.4% |