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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,514 |
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $9,382 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,469 | $58,655-7.1% | $91,994-40.8% | $65,185-16.4% |
| Participation rate | 75.0% | 75.3%-0.3pp | 78.6%-3.6pp | 70.2%+4.8pp |
| Annual return | 25.21% | 33.92%-8.7pp | 69.04%-43.8pp | 29.38%-4.2pp |
| Employer contribution / active EE | $2,151 | $2,080+3.4% | $3,453-37.7% | $2,177-1.2% |
| Participant deferral / active EE | $3,018 | $5,474-44.9% | $5,924-49.0% | $3,514-14.1% |
| Admin fee / account holder | $261 | $434-39.9% | $7,744-96.6% | $847-69.2% |