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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP Service code 15 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping | $26,804 |
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 | $41,933 | $45,343-7.5% | $150,298-72.1% | $67,986-38.3% |
| Participation rate | 74.6% | 51.9%+22.8pp | 77.8%-3.1pp | 57.2%+17.4pp |
| Annual return | 18.98% | 33.28%-14.3pp | 62.79%-43.8pp | 31.67%-12.7pp |
| Employer contribution / active EE | $2,240 | $1,462+53.2% | $4,154-46.1% | $2,019+11.0% |
| Participant deferral / active EE | $4,499 | $2,055+119.0% | $5,453-17.5% | $3,358+34.0% |
| Admin fee / account holder | $165 | $2,250-92.6% | $14,116-98.8% | $3,203-94.8% |