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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Directed Trustee | $4,326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,297 | $47,180-6.1% | $149,723-70.4% | $74,473-40.5% |
| Participation rate | 28.3% | 63.4%-35.1pp | 78.8%-50.5pp | 70.7%-42.4pp |
| Annual return | 16.07% | 22.75%-6.7pp | 134.50%-118.4pp | 34.36%-18.3pp |
| Employer contribution / active EE | $604 | $1,907-68.3% | $4,821-87.5% | $2,638-77.1% |
| Participant deferral / active EE | $1,260 | $2,730-53.9% | $5,682-77.8% | $4,530-72.2% |
| Admin fee / account holder | $21 | $343-94.0% | $13,215-99.8% | $347-94.1% |