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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,532 | $52,293-37.8% | $178,503-81.8% | $73,412-55.7% |
| Participation rate | 36.7% | 65.3%-28.7pp | 81.9%-45.2pp | 72.2%-35.5pp |
| Annual return | 12.79% | 34.75%-22.0pp | 151.12%-138.3pp | 59.30%-46.5pp |
| Employer contribution / active EE | $658 | $1,736-62.1% | $5,011-86.9% | $2,234-70.6% |
| Participant deferral / active EE | $1,188 | $2,333-49.1% | $5,202-77.2% | $3,806-68.8% |
| Admin fee / account holder | -$2 | $127-101.9% | $13,987-100.0% | $158-101.6% |