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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 | $45,343+134.6% | $150,298-29.2% | $67,986+56.5% |
| Participation rate | 98.5% | 51.9%+46.6pp | 77.8%+20.7pp | 57.2%+41.3pp |
| Annual return | 26.81% | 33.28%-6.5pp | 62.79%-36.0pp | 31.67%-4.9pp |
| Employer contribution / active EE | $3,515 | $1,462+140.5% | $4,154-15.4% | $2,019+74.1% |
| Participant deferral / active EE | $9,404 | $2,055+357.7% | $5,453+72.5% | $3,358+180.0% |
| Admin fee / account holder | $34 | $2,250-98.5% | $14,116-99.8% | $3,203-98.9% |