Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 74-2533381 | Recordkeeping | $2,925 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 15 · EIN 82-4555287 | Recordkeeping | $1,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,954 | $30,423-60.7% | $56,025-78.7% | $74,478-83.9% |
| Participation rate | 64.9% | 32.9%+32.0pp | 52.5%+12.4pp | 67.2%-2.3pp |
| Annual return | 18.50% | 24.97%-6.5pp | 1712.69%-1694.2pp | 1370.56%-1352.1pp |
| Employer contribution / active EE | $886 | $610+45.1% | $1,042-15.0% | $2,626-66.3% |
| Participant deferral / active EE | $1,228 | $1,176+4.4% | $1,955-37.2% | $4,350-71.8% |
| Admin fee / account holder | $20 | $2,363-99.2% | $2,828-99.3% | $1,946-99.0% |