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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $9,911 |
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 | $28,032 | $110,083-74.5% | $151,639-81.5% | $68,486-59.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.93% | -10.12%-3.8pp | 3.34%-17.3pp | -7.85%-6.1pp |
| Employer contribution / active EE | $2,095 | $4,470-53.1% | $6,165-66.0% | $2,597-19.3% |
| Participant deferral / active EE | $3,792 | $6,526-41.9% | $8,363-54.7% | $4,028-5.9% |
| Admin fee / account holder | $62 | $7,718-99.2% | $11,613-99.5% | $5,404-98.9% |