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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 | $972 |
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 | $134,899 | $58,927+128.9% | $76,823+75.6% | $72,983+84.8% |
| Participation rate | 60.8% | 67.3%-6.5pp | 72.1%-11.3pp | 69.5%-8.7pp |
| Annual return | 18.40% | 2305.64%-2287.2pp | 1166.42%-1148.0pp | 81.01%-62.6pp |
| Employer contribution / active EE | $2,999 | $1,787+67.9% | $2,302+30.3% | $2,440+22.9% |
| Participant deferral / active EE | $2,947 | $2,690+9.5% | $3,336-11.7% | $3,608-18.3% |
| Admin fee / account holder | $11 | $4,013-99.7% | $6,422-99.8% | $5,124-99.8% |