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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $550 |
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 | $339,512 | $81,474+316.7% | $133,959+153.4% | $73,493+362.0% |
| Participation rate | 82.1% | 76.4%+5.7pp | 79.8%+2.2pp | 70.7%+11.4pp |
| Annual return | 17.45% | 19.40%-2.0pp | 45.09%-27.6pp | 28.51%-11.1pp |
| Employer contribution / active EE | $3,998 | $2,209+81.0% | $3,919+2.0% | $2,270+76.1% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4 | $713-99.5% | $8,928-100.0% | $513-99.3% |