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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $762 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,562 | $28,956-25.5% | $71,755-70.0% | $64,819-66.7% |
| Participation rate | 75.8% | 65.2%+10.6pp | 62.3%+13.5pp | 71.5%+4.3pp |
| Annual return | -15.44% | -7.39%-8.1pp | 9.09%-24.5pp | 32.84%-48.3pp |
| Employer contribution / active EE | $1,126 | $1,159-2.8% | $1,704-33.9% | $2,507-55.1% |
| Participant deferral / active EE | $2,084 | $2,686-22.4% | $2,656-21.5% | $4,311-51.7% |
| Admin fee / account holder | $15 | $124-87.6% | $3,972-99.6% | $188-91.8% |