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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $908 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,419 | $53,841-2.6% | $75,731-30.8% | $85,851-38.9% |
| Participation rate | 34.7% | 69.0%-34.3pp | 74.8%-40.1pp | 69.3%-34.6pp |
| Annual return | 13.71% | 24.54%-10.8pp | 104.65%-90.9pp | 318.63%-304.9pp |
| Employer contribution / active EE | $1,466 | $2,017-27.3% | $2,743-46.6% | $2,565-42.9% |
| Participant deferral / active EE | $2,742 | $2,895-5.3% | $3,820-28.2% | $3,952-30.6% |
| Admin fee / account holder | $10 | $3,340-99.7% | $3,620-99.7% | $6,261-99.8% |