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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,259 |
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 | $111,264 | $99,168+12.2% | $96,534+15.3% | $74,460+49.4% |
| Participation rate | 83.0% | 80.7%+2.3pp | 76.0%+7.0pp | 70.7%+12.2pp |
| Annual return | 12.89% | 22.40%-9.5pp | 25.88%-13.0pp | 34.38%-21.5pp |
| Employer contribution / active EE | $1,754 | $2,570-31.8% | $2,965-40.9% | $2,638-33.5% |
| Participant deferral / active EE | $6,515 | $4,936+32.0% | $4,851+34.3% | $4,530+43.8% |
| Admin fee / account holder | $0 | $225-100.0% | $8,253-100.0% | $348-100.0% |