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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 | Contract Administrator | $3,105 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 | Recordkeeping Fees | $1,575 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,887 | $55,446+51.3% | $155,574-46.1% | $74,429+12.7% |
| Participation rate | 95.3% | 61.9%+33.4pp | 78.2%+17.1pp | 67.2%+28.1pp |
| Annual return | 19.81% | 269.20%-249.4pp | 64.87%-45.1pp | 1368.38%-1348.6pp |
| Employer contribution / active EE | $4,154 | $2,266+83.3% | $4,676-11.2% | $2,625+58.3% |
| Participant deferral / active EE | $8,653 | $2,836+205.1% | $5,629+53.7% | $4,348+99.0% |
| Admin fee / account holder | $121 | $1,743-93.1% | $15,914-99.2% | $1,944-93.8% |