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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 25 · EIN 82-4555287 | Directed Trustee | $663 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,594 | $60,989-69.5% | $60,919-69.5% | $66,949-72.2% |
| Participation rate | 92.7% | 74.5%+18.3pp | 73.1%+19.6pp | 69.8%+22.9pp |
| Annual return | -13.51% | -9.60%-3.9pp | 16.96%-30.5pp | 1.57%-15.1pp |
| Employer contribution / active EE | $713 | $2,661-73.2% | $2,704-73.6% | $2,545-72.0% |
| Participant deferral / active EE | $2,781 | $3,615-23.1% | $3,814-27.1% | $4,239-34.4% |
| Admin fee / account holder | $5 | $338-98.5% | $3,228-99.8% | $594-99.1% |