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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $0 |
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 | $23,540 | $121,341-80.6% | $189,545-87.6% | $79,389-70.3% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.8%+11.6pp | 70.7%+28.6pp |
| Annual return | 26.67% | 21.08%+5.6pp | 555.36%-528.7pp | 116.89%-90.2pp |
| Employer contribution / active EE | $3,068 | $3,915-21.6% | $6,162-50.2% | $2,428+26.4% |
| Participant deferral / active EE | $4,944 | $6,395-22.7% | $8,220-39.9% | $4,046+22.2% |
| Admin fee / account holder | $5 | $651-99.3% | $12,049-100.0% | $626-99.3% |