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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $10,795 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,323 | $82,188-54.6% | $125,391-70.2% | $64,824-42.4% |
| Participation rate | 87.8% | 77.9%+9.9pp | 82.4%+5.4pp | 71.5%+16.3pp |
| Annual return | -18.45% | 3.50%-22.0pp | 572.41%-590.9pp | 32.84%-51.3pp |
| Employer contribution / active EE | $1,058 | $3,617-70.7% | $4,816-78.0% | $2,507-57.8% |
| Participant deferral / active EE | $2,228 | $7,177-69.0% | $7,448-70.1% | $4,311-48.3% |
| Admin fee / account holder | $29 | $163-82.3% | $10,009-99.7% | $188-84.6% |