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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,969 |
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 | $42,394 | $56,540-25.0% | $185,849-77.2% | $86,821-51.2% |
| Participation rate | 33.0% | 65.5%-32.5pp | 81.7%-48.7pp | 72.3%-39.3pp |
| Annual return | 15.27% | 118.20%-102.9pp | 122.10%-106.8pp | 97.94%-82.7pp |
| Employer contribution / active EE | $733 | $1,844-60.3% | $5,169-85.8% | $2,406-69.5% |
| Participant deferral / active EE | $1,297 | $2,555-49.2% | $5,569-76.7% | $4,132-68.6% |
| Admin fee / account holder | $10 | $150-93.6% | $16,244-99.9% | $170-94.3% |