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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $43,399 | $49,255-11.9% | $70,494-38.4% | $79,856-45.7% |
| Participation rate | 51.9% | 69.2%-17.2pp | 75.1%-23.1pp | 69.6%-17.7pp |
| Annual return | 18.03% | 30.10%-12.1pp | 109.16%-91.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,150 | $2,100+2.4% | $2,738-21.5% | $2,471-13.0% |
| Participant deferral / active EE | $4,090 | $2,768+47.8% | $3,711+10.2% | $3,741+9.3% |
| Admin fee / account holder | $6 | $2,879-99.8% | $3,848-99.8% | $5,306-99.9% |