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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Directed Trustee | $2,281 |
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 | $38,085 | $46,332-17.8% | $143,797-73.5% | $64,824-41.2% |
| Participation rate | 31.4% | 64.2%-32.9pp | 80.3%-49.0pp | 71.5%-40.1pp |
| Annual return | -14.15% | -10.05%-4.1pp | -0.04%-14.1pp | 32.84%-47.0pp |
| Employer contribution / active EE | $643 | $1,911-66.4% | $4,952-87.0% | $2,507-74.4% |
| Participant deferral / active EE | $1,282 | $2,647-51.6% | $5,638-77.3% | $4,311-70.3% |
| Admin fee / account holder | $11 | $154-92.7% | $14,679-99.9% | $188-94.0% |