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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,388 |
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 | $139,188 | $84,493+64.7% | $125,381+11.0% | $66,938+107.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -13.81% | -8.49%-5.3pp | 572.31%-586.1pp | 1.58%-15.4pp |
| Employer contribution / active EE | $3,558 | $3,554+0.1% | $4,815-26.1% | $2,545+39.8% |
| Participant deferral / active EE | $9,333 | $6,783+37.6% | $7,448+25.3% | $4,238+120.2% |
| Admin fee / account holder | $7 | $685-98.9% | $10,007-99.9% | $594-98.8% |