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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $556 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,884 | $58,241-35.0% | $81,780-53.7% | $80,911-53.2% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.4%+23.6pp | 67.6%+28.4pp |
| Annual return | 14.63% | 41.73%-27.1pp | 776.27%-761.6pp | 35.63%-21.0pp |
| Employer contribution / active EE | $1,275 | $2,343-45.6% | $2,914-56.2% | $2,756-53.7% |
| Participant deferral / active EE | $1,319 | $3,283-59.8% | $4,321-69.5% | $4,297-69.3% |
| Admin fee / account holder | $5 | $4,973-99.9% | $7,384-99.9% | $6,935-99.9% |