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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 | $1,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,158 | $56,540-41.4% | $185,849-82.2% | $86,821-61.8% |
| Participation rate | 49.8% | 65.5%-15.7pp | 81.7%-31.9pp | 72.3%-22.5pp |
| Annual return | 36.81% | 118.20%-81.4pp | 122.10%-85.3pp | 97.94%-61.1pp |
| Employer contribution / active EE | $1,880 | $1,844+1.9% | $5,169-63.6% | $2,406-21.9% |
| Participant deferral / active EE | $2,699 | $2,555+5.6% | $5,569-51.5% | $4,132-34.7% |
| Admin fee / account holder | $7 | $150-95.2% | $16,244-100.0% | $170-95.8% |