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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 | Contract Administrator | $2,080 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 | Recordkeeping Fees | $738 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,772 | $65,125-15.9% | $143,797-61.9% | $66,949-18.2% |
| Participation rate | 95.5% | 65.2%+30.3pp | 80.3%+15.2pp | 69.8%+25.7pp |
| Annual return | -15.36% | -11.13%-4.2pp | -0.04%-15.3pp | 1.57%-16.9pp |
| Employer contribution / active EE | $4,639 | $2,362+96.4% | $4,952-6.3% | $2,545+82.3% |
| Participant deferral / active EE | $9,074 | $2,920+210.7% | $5,638+60.9% | $4,239+114.1% |
| Admin fee / account holder | $201 | $503-60.0% | $14,679-98.6% | $594-66.2% |