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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Directed Trustee | $3,388 |
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 | $59,443 | $46,464+27.9% | $150,298-60.4% | $79,634-25.4% |
| Participation rate | 30.1% | 57.0%-26.8pp | 77.8%-47.6pp | 62.5%-32.3pp |
| Annual return | 18.43% | 27.89%-9.5pp | 62.79%-44.4pp | 36.46%-18.0pp |
| Employer contribution / active EE | $667 | $1,512-55.9% | $4,154-83.9% | $2,529-73.6% |
| Participant deferral / active EE | $1,333 | $2,157-38.2% | $5,453-75.6% | $3,835-65.2% |
| Admin fee / account holder | $21 | $891-97.7% | $14,116-99.9% | $1,002-97.9% |