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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,818 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,117 | $52,293-53.9% | $178,503-86.5% | $73,412-67.1% |
| Participation rate | 39.6% | 65.3%-25.7pp | 81.9%-42.3pp | 72.2%-32.6pp |
| Annual return | 10.30% | 34.75%-24.5pp | 151.12%-140.8pp | 59.30%-49.0pp |
| Employer contribution / active EE | $1,456 | $1,736-16.1% | $5,011-70.9% | $2,234-34.8% |
| Participant deferral / active EE | $2,097 | $2,333-10.1% | $5,202-59.7% | $3,806-44.9% |
| Admin fee / account holder | $42 | $127-67.2% | $13,987-99.7% | $158-73.5% |