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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIRE PLAN SERV Service code 15 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $3,145 |
Service code 10 · EIN 20-3886993 P.O. BOX 219612 · KANSAS CITY, MO 64121 | Accounting | $1,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $17,995 | $67,594-73.4% | $77,361-76.7% | $69,733-74.2% |
| Participation rate | 64.6% | 71.7%-7.1pp | 75.0%-10.3pp | 62.5%+2.2pp |
| Annual return | 16.07% | 19.20%-3.1pp | 1011.54%-995.5pp | 15.22%+0.8pp |
| Employer contribution / active EE | $813 | $2,649-69.3% | $2,990-72.8% | $2,250-63.9% |
| Participant deferral / active EE | $2,490 | $3,401-26.8% | $3,911-36.3% | $3,054-18.5% |
| Admin fee / account holder | $24 | $1,159-97.9% | $5,894-99.6% | $3,102-99.2% |