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| 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 | $101,591+60.1% | $147,096+10.6% | $74,429+118.6% |
| Participation rate | 94.1% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | 17.09% | 8746.45%-8729.4pp | 419.75%-402.7pp | 1368.38%-1351.3pp |
| Employer contribution / active EE | $3,742 | $3,813-1.9% | $4,936-24.2% | $2,625+42.6% |
| Participant deferral / active EE | $9,127 | $7,302+25.0% | $8,071+13.1% | $4,348+109.9% |
| Admin fee / account holder | $7 | $1,750-99.6% | $13,005-99.9% | $1,944-99.6% |