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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $9,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,280 | $49,451-63.0% | $79,580-77.0% | $66,938-72.7% |
| Participation rate | 36.4% | 61.3%-24.9pp | 69.5%-33.1pp | 69.8%-33.4pp |
| Annual return | -18.85% | 84.25%-103.1pp | 0.15%-19.0pp | 1.58%-20.4pp |
| Employer contribution / active EE | $896 | $1,266-29.2% | $2,413-62.9% | $2,545-64.8% |
| Participant deferral / active EE | $1,514 | $3,159-52.1% | $3,985-62.0% | $4,238-64.3% |
| Admin fee / account holder | $108 | $595-81.8% | $6,835-98.4% | $594-81.8% |