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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,012 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,521 | $89,652-42.5% | $141,191-63.5% | $65,185-21.0% |
| Participation rate | 58.0% | 74.7%-16.7pp | 82.5%-24.5pp | 70.2%-12.2pp |
| Annual return | 5.07% | 32.79%-27.7pp | 71.41%-66.3pp | 29.38%-24.3pp |
| Employer contribution / active EE | $3,849 | $3,065+25.6% | $4,736-18.7% | $2,177+76.8% |
| Participant deferral / active EE | $5,444 | $5,691-4.3% | $6,710-18.9% | $3,514+54.9% |
| Admin fee / account holder | $6 | $569-98.9% | $10,264-99.9% | $847-99.3% |