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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 | $36,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,607 | $46,332-8.0% | $143,797-70.4% | $64,824-34.3% |
| Participation rate | 34.2% | 64.2%-30.1pp | 80.3%-46.2pp | 71.5%-37.3pp |
| Annual return | -14.60% | -10.05%-4.5pp | -0.04%-14.6pp | 32.84%-47.4pp |
| Employer contribution / active EE | $978 | $1,911-48.8% | $4,952-80.2% | $2,507-61.0% |
| Participant deferral / active EE | $1,605 | $2,647-39.4% | $5,638-71.5% | $4,311-62.8% |
| Admin fee / account holder | $90 | $154-41.3% | $14,679-99.4% | $188-51.9% |