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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,619 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,235 | $72,303+45.5% | $86,698+21.4% | $64,824+62.3% |
| Participation rate | 77.9% | 80.4%-2.5pp | 76.6%+1.3pp | 71.5%+6.4pp |
| Annual return | -8.68% | 392.77%-401.4pp | 35.96%-44.6pp | 32.84%-41.5pp |
| Employer contribution / active EE | $1,568 | $2,393-34.5% | $2,837-44.7% | $2,507-37.5% |
| Participant deferral / active EE | $5,882 | $4,660+26.2% | $4,656+26.3% | $4,311+36.4% |
| Admin fee / account holder | $1 | $174-99.7% | $7,492-100.0% | $188-99.7% |