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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 2 PERIMETER PARK S STE 500W · BERMINGHAM, AL 35243 | Advisory (Plan) | $70,017 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,271 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,218 | $93,182+279.1% | $146,643+140.9% | $79,391+344.9% |
| Participation rate | 90.1% | 76.4%+13.6pp | 80.1%+10.0pp | 70.7%+19.4pp |
| Annual return | 16.74% | 21.61%-4.9pp | 22.75%-6.0pp | 116.88%-100.1pp |
| Employer contribution / active EE | $12,384 | $2,420+411.8% | $4,137+199.4% | $2,428+410.1% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $423 | $585-27.7% | $10,280-95.9% | $627-32.5% |