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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,631 |
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 | $162,687 | $101,499+60.3% | $147,005+10.7% | $74,546+118.2% |
| Participation rate | 94.1% | 75.5%+18.6pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | 17.09% | 8732.34%-8715.3pp | 418.76%-401.7pp | 1366.03%-1348.9pp |
| Employer contribution / active EE | $3,742 | $3,811-1.8% | $4,934-24.2% | $2,624+42.6% |
| Participant deferral / active EE | $9,127 | $7,304+24.9% | $8,070+13.1% | $4,347+109.9% |
| Admin fee / account holder | $7 | $1,748-99.6% | $13,006-99.9% | $1,944-99.6% |