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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 | Recordkeeping Fees | $5,825 |
Service code 13 | Contract Administrator | $3,630 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,393 | $41,016+159.4% | $152,093-30.0% | $64,097+66.0% |
| Participation rate | 98.5% | 51.3%+47.1pp | 77.8%+20.7pp | 55.2%+43.3pp |
| Annual return | 26.81% | 39.60%-12.8pp | 66.36%-39.5pp | 34.64%-7.8pp |
| Employer contribution / active EE | $3,515 | $1,342+161.9% | $4,175-15.8% | $1,891+85.9% |
| Participant deferral / active EE | $9,404 | $1,927+387.9% | $5,451+72.5% | $3,080+205.3% |
| Admin fee / account holder | $34 | $2,305-98.5% | $14,497-99.8% | $3,454-99.0% |