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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $9,613 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,655 | $110,483-48.7% | $145,433-61.0% | $79,634-28.9% |
| Participation rate | 92.5% | 71.1%+21.4pp | 82.1%+10.3pp | 62.5%+30.0pp |
| Annual return | 13.49% | 24.62%-11.1pp | 66.58%-53.1pp | 36.46%-23.0pp |
| Employer contribution / active EE | $1,330 | $4,053-67.2% | $4,554-70.8% | $2,529-47.4% |
| Participant deferral / active EE | $2,349 | $7,216-67.4% | $7,897-70.3% | $3,835-38.7% |
| Admin fee / account holder | $30 | $680-95.6% | $13,129-99.8% | $1,002-97.0% |