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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,045 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,772 | $95,406-63.6% | $185,849-81.3% | $85,847-59.5% |
| Participation rate | 83.5% | 68.8%+14.8pp | 81.7%+1.8pp | 69.3%+14.2pp |
| Annual return | 14.23% | 23.59%-9.4pp | 122.10%-107.9pp | 318.61%-304.4pp |
| Employer contribution / active EE | $944 | $3,314-71.5% | $5,169-81.7% | $2,565-63.2% |
| Participant deferral / active EE | $3,462 | $3,424+1.1% | $5,569-37.8% | $3,952-12.4% |
| Admin fee / account holder | $31 | $7,214-99.6% | $16,244-99.8% | $6,261-99.5% |