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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SER Service code 15 · EIN 82-4555287 | Recordkeeping | $3,135 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,178 | $91,179-87.7% | $178,499-93.7% | $79,852-86.0% |
| Participation rate | 94.0% | 69.2%+24.8pp | 81.9%+12.1pp | 69.6%+24.4pp |
| Annual return | 16.25% | 24.19%-7.9pp | 151.10%-134.9pp | 31.72%-15.5pp |
| Employer contribution / active EE | $630 | $3,256-80.7% | $5,011-87.4% | $2,471-74.5% |
| Participant deferral / active EE | $1,372 | $3,236-57.6% | $5,202-73.6% | $3,740-63.3% |
| Admin fee / account holder | $24 | $6,749-99.6% | $13,986-99.8% | $5,306-99.6% |