Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $81,494+316.6% | $133,978+153.4% | $73,497+361.9% |
| Participation rate | 82.1% | 76.4%+5.7pp | 79.8%+2.2pp | 70.7%+11.4pp |
| Annual return | 17.45% | 19.40%-1.9pp | 45.10%-27.6pp | 28.51%-11.1pp |
| Employer contribution / active EE | $3,998 | $2,210+80.9% | $3,919+2.0% | $2,270+76.1% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4 | $713-99.5% | $8,930-100.0% | $513-99.3% |