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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $24,527 | $50,919-51.8% | $155,556-84.2% | $77,762-68.5% |
| Participation rate | 28.9% | 63.1%-34.2pp | 78.2%-49.3pp | 70.6%-41.7pp |
| Annual return | 9.89% | 34.84%-24.9pp | 64.84%-54.9pp | 31.27%-21.4pp |
| Employer contribution / active EE | $712 | $1,991-64.2% | $4,675-84.8% | $2,728-73.9% |
| Participant deferral / active EE | $1,121 | $2,824-60.3% | $5,631-80.1% | $4,651-75.9% |
| Admin fee / account holder | $8 | $437-98.2% | $15,885-100.0% | $433-98.2% |