Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $473 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,812 | $45,087-22.8% | $69,483-49.9% | $72,976-52.3% |
| Participation rate | 56.5% | 68.5%-12.0pp | 74.6%-18.1pp | 69.5%-13.0pp |
| Annual return | 21.65% | 22.67%-1.0pp | 28.99%-7.3pp | 81.02%-59.4pp |
| Employer contribution / active EE | $1,904 | $2,055-7.4% | $2,780-31.5% | $2,440-22.0% |
| Participant deferral / active EE | $3,451 | $2,603+32.6% | $3,537-2.4% | $3,608-4.4% |
| Admin fee / account holder | $5 | $3,057-99.8% | $3,841-99.9% | $5,124-99.9% |