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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 | $1,892 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,222 | $62,928-53.6% | $172,753-83.1% | $67,582-56.8% |
| Participation rate | 31.0% | 64.5%-33.5pp | 82.6%-51.7pp | 71.3%-40.3pp |
| Annual return | 20.33% | 30.36%-10.0pp | 803.00%-782.7pp | 378.57%-358.2pp |
| Employer contribution / active EE | $512 | $1,636-68.7% | $5,144-90.0% | $2,148-76.1% |
| Participant deferral / active EE | $906 | $2,145-57.8% | $5,198-82.6% | $3,539-74.4% |
| Admin fee / account holder | $9 | $167-94.7% | $13,956-99.9% | $142-93.8% |