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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 | $3,404 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $153,864 | $86,341+78.2% | $125,192+22.9% | $65,185+136.0% |
| Participation rate | 97.5% | 75.3%+22.2pp | 79.8%+17.8pp | 70.2%+27.3pp |
| Annual return | 4.16% | 27.44%-23.3pp | 43.79%-39.6pp | 29.38%-25.2pp |
| Employer contribution / active EE | $3,364 | $2,040+64.9% | $3,866-13.0% | $2,177+54.5% |
| Participant deferral / active EE | $4,736 | $3,538+33.8% | $4,937-4.1% | $3,514+34.8% |
| Admin fee / account holder | $22 | $609-96.4% | $9,704-99.8% | $847-97.4% |