Filed June 1, 2026 (most recent of 3 filings on file)
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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 | $47,834 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,094 | $86,897-14.7% | $151,611-51.1% | $64,808+14.3% |
| Participation rate | 99.8% | 87.3%+12.6pp | 87.5%+12.3pp | 71.5%+28.4pp |
| Annual return | -13.89% | -3.57%-10.3pp | 3.33%-17.2pp | 32.82%-46.7pp |
| Employer contribution / active EE | $4,244 | $4,010+5.8% | $6,166-31.2% | $2,506+69.4% |
| Participant deferral / active EE | $4,515 | $6,690-32.5% | $8,363-46.0% | $4,310+4.8% |
| Admin fee / account holder | $67 | $153-56.1% | $11,616-99.4% | $188-64.3% |