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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 | $525 |
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 | $82,896 | $98,760-16.1% | $149,715-44.6% | $79,858+3.8% |
| Participation rate | 82.4% | 75.8%+6.6pp | 82.5%-0.1pp | 69.6%+12.7pp |
| Annual return | 24.32% | 27.43%-3.1pp | 276.66%-252.3pp | 31.72%-7.4pp |
| Employer contribution / active EE | $861 | $3,217-73.2% | $4,645-81.5% | $2,471-65.2% |
| Participant deferral / active EE | $6,431 | $5,681+13.2% | $6,842-6.0% | $3,740+71.9% |
| Admin fee / account holder | $4 | $6,053-99.9% | $9,310-100.0% | $5,306-99.9% |