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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,745 | $42,910+18.3% | $60,919-16.7% | $68,490-25.9% |
| Participation rate | 38.7% | 66.8%-28.0pp | 73.1%-34.4pp | 67.9%-29.2pp |
| Annual return | -17.92% | -13.99%-3.9pp | 16.96%-34.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,502 | $1,978-24.1% | $2,704-44.4% | $2,597-42.2% |
| Participant deferral / active EE | $3,251 | $2,866+13.5% | $3,814-14.8% | $4,028-19.3% |
| Admin fee / account holder | $18 | $3,104-99.4% | $3,228-99.4% | $5,403-99.7% |