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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $638 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,672 | $65,582-65.4% | $64,101-64.6% | $71,511-68.3% |
| Participation rate | 93.7% | 73.2%+20.5pp | 72.3%+21.4pp | 67.9%+25.8pp |
| Annual return | 14.38% | 18.96%-4.6pp | 33.72%-19.3pp | 28.86%-14.5pp |
| Employer contribution / active EE | $2,291 | $2,671-14.2% | $2,749-16.6% | $2,589-11.5% |
| Participant deferral / active EE | $2,710 | $3,628-25.3% | $3,881-30.2% | $4,291-36.8% |
| Admin fee / account holder | $5 | $616-99.2% | $3,070-99.8% | $1,588-99.7% |