Filed June 14, 2023
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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 | $26,665 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,739 | $122,063-60.9% | $184,256-74.1% | $74,478-35.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 18.23% | 19.92%-1.7pp | 28.85%-10.6pp | 1370.56%-1352.3pp |
| Employer contribution / active EE | $2,219 | $4,539-51.1% | $6,427-65.5% | $2,626-15.5% |
| Participant deferral / active EE | $4,754 | $7,144-33.5% | $9,133-47.9% | $4,350+9.3% |
| Admin fee / account holder | $134 | $1,253-89.3% | $13,899-99.0% | $1,946-93.1% |