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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 | $2,323 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,686 | $62,928-35.3% | $172,752-76.4% | $67,579-39.8% |
| Participation rate | 28.9% | 64.5%-35.5pp | 82.6%-53.7pp | 71.3%-42.3pp |
| Annual return | 21.50% | 30.36%-8.9pp | 802.97%-781.5pp | 378.56%-357.1pp |
| Employer contribution / active EE | $318 | $1,636-80.6% | $5,144-93.8% | $2,148-85.2% |
| Participant deferral / active EE | $1,119 | $2,145-47.8% | $5,198-78.5% | $3,539-68.4% |
| Admin fee / account holder | $13 | $167-91.9% | $13,955-99.9% | $142-90.6% |