Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,788 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,278 | $27,826-2.0% | $65,566-58.4% | $71,511-61.9% |
| Participation rate | 73.9% | 57.6%+16.3pp | 64.9%+9.0pp | 67.9%+6.0pp |
| Annual return | 14.70% | 41.56%-26.9pp | 47.40%-32.7pp | 28.86%-14.2pp |
| Employer contribution / active EE | $1,513 | $1,405+7.7% | $1,692-10.6% | $2,589-41.6% |
| Participant deferral / active EE | $2,672 | $1,861+43.5% | $2,832-5.7% | $4,291-37.7% |
| Admin fee / account holder | $13 | $3,850-99.7% | $4,114-99.7% | $1,588-99.2% |