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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT SERV Service code 52 · EIN 82-4555287 | Indirect Investment Fees | $3,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,603 | $65,125-77.6% | $143,797-89.8% | $66,949-78.2% |
| Participation rate | 40.8% | 65.2%-24.4pp | 80.3%-39.5pp | 69.8%-29.0pp |
| Annual return | -7.57% | -11.13%+3.6pp | -0.04%-7.5pp | 1.57%-9.1pp |
| Employer contribution / active EE | $84 | $2,362-96.5% | $4,952-98.3% | $2,545-96.7% |
| Participant deferral / active EE | $1,766 | $2,920-39.5% | $5,638-68.7% | $4,239-58.3% |
| Admin fee / account holder | $106 | $503-78.9% | $14,679-99.3% | $594-82.1% |