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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,325 |
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 | $172,007 | $104,482+64.6% | $159,455+7.9% | $79,393+116.7% |
| Participation rate | 95.0% | 76.6%+18.4pp | 82.8%+12.2pp | 70.7%+24.3pp |
| Annual return | 14.71% | 67.96%-53.2pp | 263.63%-248.9pp | 116.87%-102.2pp |
| Employer contribution / active EE | $3,545 | $3,416+3.8% | $4,830-26.6% | $2,428+46.0% |
| Participant deferral / active EE | $8,783 | $6,467+35.8% | $7,353+19.5% | $4,046+117.1% |
| Admin fee / account holder | $7 | $711-99.0% | $10,800-99.9% | $627-98.8% |