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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,419 | $61,338-61.8% | $149,717-84.4% | $71,495-67.2% |
| Participation rate | 64.8% | 62.5%+2.2pp | 78.8%-14.0pp | 67.9%-3.2pp |
| Annual return | 21.70% | 35.86%-14.2pp | 134.41%-112.7pp | 28.85%-7.2pp |
| Employer contribution / active EE | $813 | $2,381-65.9% | $4,820-83.1% | $2,589-68.6% |
| Participant deferral / active EE | $2,069 | $2,919-29.1% | $5,682-63.6% | $4,291-51.8% |
| Admin fee / account holder | $31 | $1,263-97.6% | $13,213-99.8% | $1,588-98.1% |