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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,603 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,053 | $185,342-33.1% | $111,308+11.4% | $86,821+42.9% |
| Participation rate | 79.9% | 81.0%-1.0pp | 77.3%+2.6pp | 72.3%+7.6pp |
| Annual return | 13.00% | 500.80%-487.8pp | 54.67%-41.7pp | 97.94%-84.9pp |
| Employer contribution / active EE | $1,513 | $2,246-32.6% | $2,732-44.6% | $2,406-37.1% |
| Participant deferral / active EE | $5,851 | $4,458+31.2% | $4,487+30.4% | $4,132+41.6% |
| Admin fee / account holder | $1 | $255-99.5% | $7,965-100.0% | $170-99.2% |