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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 | $900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $303,289 | $86,341+251.3% | $125,195+142.3% | $65,186+365.3% |
| Participation rate | 92.5% | 75.3%+17.2pp | 79.8%+12.8pp | 70.2%+22.3pp |
| Annual return | 21.97% | 27.44%-5.5pp | 43.79%-21.8pp | 29.39%-7.4pp |
| Employer contribution / active EE | $14,107 | $2,040+591.7% | $3,866+264.9% | $2,177+548.1% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $6 | $609-99.0% | $9,704-99.9% | $847-99.3% |