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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $775 |
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 | $30,378 | $73,863-58.9% | $143,797-78.9% | $68,490-55.6% |
| Participation rate | 73.3% | 66.7%+6.6pp | 80.3%-7.1pp | 67.9%+5.4pp |
| Annual return | -20.71% | 0.91%-21.6pp | -0.04%-20.7pp | -7.85%-12.9pp |
| Employer contribution / active EE | $888 | $3,185-72.1% | $4,952-82.1% | $2,597-65.8% |
| Participant deferral / active EE | $3,741 | $3,385+10.5% | $5,638-33.7% | $4,028-7.1% |
| Admin fee / account holder | $6 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |