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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $9,295 |
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 | $19,342 | $91,198-78.8% | $178,503-89.2% | $79,856-75.8% |
| Participation rate | 88.3% | 69.2%+19.1pp | 81.9%+6.4pp | 69.6%+18.7pp |
| Annual return | 19.01% | 24.20%-5.2pp | 151.12%-132.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $873 | $3,257-73.2% | $5,011-82.6% | $2,471-64.7% |
| Participant deferral / active EE | $3,112 | $3,237-3.9% | $5,202-40.2% | $3,741-16.8% |
| Admin fee / account holder | $47 | $6,748-99.3% | $13,987-99.7% | $5,306-99.1% |