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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $14,553 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 13 · EIN 82-4555287 | Contract Administrator | $1,685 |
2 funds of $250K or more; 10 lines in all, holding $3.6M of the plan's $3.5M. From the 2025 filing. Recordkeeper: Capital Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Investments Investments at fair value Mutual funds Manager not matched · Mutual fund | $2.7M | 75.6% |
| Net appreciation in fair value of investments Manager not matched · Other | $273K | 7.6% |
| 2024 Additions To Net Assets Attributed To Employee Elective Deferral Contributions Manager not matched · Other | $191K | 5.3% |
| Deductions From NET Assets Attributed TO Benefits to participants Manager not matched · Other | $171K | 4.7% |
| Dividends from investments Manager not matched · Other | $83K | 2.3% |
| Employer Matching Contributions Receivable Manager not matched · Other | $67K | 1.9% |
| Employee rollover contributions Manager not matched · Other | $67K | 1.9% |
| Administrative expenses Manager not matched · Other | $14K | 0.4% |
| Other income Manager not matched · Other | $12K | 0.3% |
| Employee Elective Contributions Receivable Manager not matched · Other | $5K | 0.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,354 | $56,767-65.9% | $101,794-81.0% | $85,563-77.4% |
| Participation rate | 41.0% | 57.6%-16.6pp | 69.2%-28.2pp | 66.0%-25.0pp |
| Annual return | 17.94% | 17.76%+0.2pp | 30.53%-12.6pp | 31.51%-13.6pp |
| Employer contribution / active EE | $362 | $1,112-67.4% | $2,289-84.2% | $2,654-86.4% |
| Participant deferral / active EE | $1,005 | $2,720-63.0% | $4,084-75.4% | $4,375-77.0% |
| Admin fee / account holder | $89 | $1,098-91.9% | $8,777-99.0% | $834-89.4% |