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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 | $4,622 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,486 | $24,811+30.9% | $69,701-53.4% | $74,546-56.4% |
| Participation rate | 73.1% | 63.5%+9.6pp | 66.4%+6.7pp | 67.2%+5.9pp |
| Annual return | 11.71% | 18.53%-6.8pp | 100.32%-88.6pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $1,438 | $1,003+43.5% | $1,713-16.1% | $2,624-45.2% |
| Participant deferral / active EE | $2,516 | $1,904+32.1% | $2,887-12.9% | $4,347-42.1% |
| Admin fee / account holder | $20 | $1,898-98.9% | $4,717-99.6% | $1,944-99.0% |