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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,200 |
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 | $26,874 | $46,332-42.0% | $143,799-81.3% | $64,819-58.5% |
| Participation rate | 37.3% | 64.2%-27.0pp | 80.3%-43.0pp | 71.5%-34.2pp |
| Annual return | -14.89% | -10.05%-4.8pp | -0.04%-14.8pp | 32.84%-47.7pp |
| Employer contribution / active EE | $808 | $1,911-57.7% | $4,952-83.7% | $2,507-67.8% |
| Participant deferral / active EE | $1,260 | $2,647-52.4% | $5,638-77.6% | $4,311-70.8% |
| Admin fee / account holder | $5 | $154-97.0% | $14,677-100.0% | $188-97.6% |