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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,250 |
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 | $153,303 | $91,439+67.7% | $135,974+12.7% | $71,511+114.4% |
| Participation rate | 99.4% | 75.7%+23.7pp | 81.9%+17.4pp | 67.9%+31.4pp |
| Annual return | 19.97% | 29.90%-9.9pp | 68.30%-48.3pp | 28.86%-8.9pp |
| Employer contribution / active EE | $3,463 | $3,705-6.5% | $4,859-28.7% | $2,589+33.7% |
| Participant deferral / active EE | $9,281 | $7,093+30.8% | $7,760+19.6% | $4,291+116.3% |
| Admin fee / account holder | $6 | $1,267-99.5% | $10,767-99.9% | $1,588-99.6% |