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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $11,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,054 | $99,957-69.9% | $149,730-79.9% | $73,493-59.1% |
| Participation rate | 42.8% | 75.7%-32.9pp | 82.5%-39.7pp | 70.7%-27.9pp |
| Annual return | 19.47% | 53.87%-34.4pp | 276.70%-257.2pp | 28.51%-9.0pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,893 | $6,073-52.4% | $6,843-57.7% | $3,740-22.6% |
| Admin fee / account holder | $52 | $551-90.5% | $9,310-99.4% | $513-89.8% |