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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 494 SYCAMORE AVENUE · SHREWSBURY, NJ 07702 | Actuarial | $120 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,727 | $71,872-64.2% | $86,691-70.3% | $68,495-62.4% |
| Participation rate | 79.0% | 72.2%+6.8pp | 76.6%+2.4pp | 67.9%+11.1pp |
| Annual return | -17.92% | 3.53%-21.4pp | 35.94%-53.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,916 | $2,173+34.2% | $2,837+2.8% | $2,596+12.3% |
| Participant deferral / active EE | $3,898 | $3,779+3.2% | $4,656-16.3% | $4,028-3.2% |
| Admin fee / account holder | $2 | $6,112-100.0% | $7,492-100.0% | $5,403-100.0% |