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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 | $10,765 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,920 | $106,264-50.2% | $147,117-64.0% | $77,762-31.9% |
| Participation rate | 86.9% | 78.4%+8.5pp | 82.2%+4.8pp | 70.6%+16.4pp |
| Annual return | 26.52% | 56.94%-30.4pp | 420.54%-394.0pp | 31.27%-4.7pp |
| Employer contribution / active EE | $1,069 | $4,074-73.8% | $4,932-78.3% | $2,728-60.8% |
| Participant deferral / active EE | $2,273 | $8,003-71.6% | $8,065-71.8% | $4,651-51.1% |
| Admin fee / account holder | $32 | $334-90.5% | $12,993-99.8% | $433-92.7% |