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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,228 |
Service code 13 600 S NICOLET RD · APPLETON, WI 54914 | Contract Administrator | $2,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,148 | $84,493-85.6% | $125,381-90.3% | $66,938-81.9% |
| Participation rate | 50.0% | 76.4%-26.4pp | 82.4%-32.4pp | 69.8%-19.8pp |
| Annual return | -19.65% | -8.49%-11.2pp | 572.31%-592.0pp | 1.58%-21.2pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,279 | $6,783-22.2% | $7,448-29.1% | $4,238+24.6% |
| Admin fee / account holder | $112 | $685-83.7% | $10,007-98.9% | $594-81.2% |