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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,328 | $51,288-38.9% | $81,982-61.8% | $73,412-57.3% |
| Participation rate | 33.5% | 64.0%-30.4pp | 69.3%-35.7pp | 72.2%-38.6pp |
| Annual return | 15.09% | 29.48%-14.4pp | 41.31%-26.2pp | 59.30%-44.2pp |
| Employer contribution / active EE | $227 | $1,487-84.8% | $2,498-90.9% | $2,234-89.9% |
| Participant deferral / active EE | $1,220 | $2,715-55.1% | $3,722-67.2% | $3,806-67.9% |
| Admin fee / account holder | $10 | $125-91.8% | $5,665-99.8% | $158-93.5% |