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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 | Contract Administrator | $2,940 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 | Recordkeeping Fees | $1,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,429 | $61,295+19.8% | $149,682-50.9% | $71,476+2.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 66.10% | 35.86%+30.2pp | 134.35%-68.3pp | 28.85%+37.3pp |
| Employer contribution / active EE | $5,509 | $2,380+131.5% | $4,818+14.3% | $2,589+112.8% |
| Participant deferral / active EE | $9,073 | $2,918+210.9% | $5,681+59.7% | $4,290+111.5% |
| Admin fee / account holder | $78 | $1,262-93.8% | $13,210-99.4% | $1,587-95.1% |