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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,382 | $64,286-7.6% | $90,970-34.7% | $73,412-19.1% |
| Participation rate | 48.9% | 63.6%-14.7pp | 69.0%-20.1pp | 72.2%-23.3pp |
| Annual return | 18.70% | 21.46%-2.8pp | 134.58%-115.9pp | 59.30%-40.6pp |
| Employer contribution / active EE | $704 | $895-21.3% | $2,122-66.8% | $2,234-68.5% |
| Participant deferral / active EE | $3,273 | $2,453+33.4% | $3,373-3.0% | $3,806-14.0% |
| Admin fee / account holder | $17 | $287-93.9% | $5,960-99.7% | $158-88.9% |