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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,300 |
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 | $24,223 | $47,163-48.6% | $149,696-83.8% | $74,460-67.5% |
| Participation rate | 32.3% | 63.4%-31.2pp | 78.8%-46.5pp | 70.7%-38.5pp |
| Annual return | 11.75% | 22.75%-11.0pp | 134.46%-122.7pp | 34.38%-22.6pp |
| Employer contribution / active EE | $715 | $1,907-62.5% | $4,821-85.2% | $2,638-72.9% |
| Participant deferral / active EE | $1,118 | $2,730-59.0% | $5,682-80.3% | $4,530-75.3% |
| Admin fee / account holder | $5 | $343-98.6% | $13,212-100.0% | $348-98.6% |