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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 | $13,113 |
Participant contribution per participant 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 | $44,637 | $104,336-57.2% | $159,487-72.0% | $86,821-48.6% |
| Participation rate | 93.6% | 77.7%+15.9pp | 82.8%+10.7pp | 72.3%+21.3pp |
| Annual return | 19.77% | 26.32%-6.5pp | 263.71%-243.9pp | 97.94%-78.2pp |
| Employer contribution / active EE | $938 | $3,451-72.8% | $4,831-80.6% | $2,406-61.0% |
| Participant deferral / active EE | $2,064 | $6,837-69.8% | $7,354-71.9% | $4,132-50.0% |
| Admin fee / account holder | $35 | $172-79.5% | $10,804-99.7% | $170-79.2% |