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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $275 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,714 | $45,602-54.6% | $117,498-82.4% | $66,930-69.1% |
| Participation rate | 100.0% | 57.6%+42.4pp | 70.6%+29.4pp | 69.8%+30.2pp |
| Annual return | -18.85% | -16.74%-2.1pp | 29.75%-48.6pp | 1.57%-20.4pp |
| Employer contribution / active EE | $3,459 | $1,579+119.1% | $4,178-17.2% | $2,545+35.9% |
| Participant deferral / active EE | $4,444 | $2,845+56.2% | $4,071+9.2% | $4,238+4.9% |
| Admin fee / account holder | $5 | $661-99.2% | $5,646-99.9% | $593-99.1% |