Filed October 2, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $750 |
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 | $35,738 | $78,607-54.5% | $105,624-66.2% | $74,478-52.0% |
| Participation rate | 75.4% | 72.8%+2.6pp | 75.3%+0.1pp | 67.2%+8.2pp |
| Annual return | 15.42% | 15.96%-0.5pp | 116.20%-100.8pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $1,223 | $2,523-51.5% | $3,168-61.4% | $2,626-53.4% |
| Participant deferral / active EE | $1,977 | $4,325-54.3% | $5,013-60.6% | $4,350-54.6% |
| Admin fee / account holder | $7 | $2,220-99.7% | $10,961-99.9% | $1,946-99.7% |