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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,755 | $88,042-59.4% | $138,135-74.1% | $79,856-55.2% |
| Participation rate | 69.2% | 71.4%-2.2pp | 78.7%-9.5pp | 69.6%-0.4pp |
| Annual return | 14.44% | 20.58%-6.1pp | 20.51%-6.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $509 | $3,103-83.6% | $5,587-90.9% | $2,471-79.4% |
| Participant deferral / active EE | $2,090 | $4,704-55.6% | $6,431-67.5% | $3,741-44.1% |
| Admin fee / account holder | $23 | $7,791-99.7% | $11,856-99.8% | $5,306-99.6% |