Filed June 1, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $54,844 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,735 | $129,021-17.3% | $184,203-42.1% | $77,643+37.5% |
| Participation rate | 99.5% | 87.3%+12.1pp | 86.8%+12.7pp | 70.6%+28.9pp |
| Annual return | 17.61% | 33.27%-15.7pp | 28.81%-11.2pp | 31.24%-13.6pp |
| Employer contribution / active EE | $5,676 | $4,413+28.6% | $6,427-11.7% | $2,726+108.2% |
| Participant deferral / active EE | $5,926 | $7,297-18.8% | $9,131-35.1% | $4,647+27.5% |
| Admin fee / account holder | $78 | $254-69.4% | $13,901-99.4% | $430-81.9% |