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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE5 years Service code 37 · EIN 13-4144565 | Loan Processing | $8,925 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 37 · EIN 82-4555287 | Loan Processing | $2,645 |
8 funds of $250K or more; 20 lines in all, holding $5.4M of the plan's $5.9M. From the 2024 filing. Recordkeeper: The Benefit Practice.
Target-date series: American Funds Target Date, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $3.1M | 58.1% |
| Amcap Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $437K | 8.1% |
| Growth Fund OF America Class R-2 Capital Group · Mutual fund Possible retail class R2 | $418K | 7.8% |
| NEW Perspective Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $160K | 3.0% |
| American Balanced Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $152K | 2.8% |
| NEW Economy Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $135K | 2.5% |
| Washington Mutual Investors Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $132K | 2.5% |
| Income Fund OF America Class R-2 Capital Group · Mutual fund Possible retail class R2 | $130K | 2.4% |
| American American Mutual Fund - R-2 Capital Group · Mutual fund Possible retail class R2 | $105K | 2.0% |
| American Funds U.S. Government Money Market Fund Class R-2 Capital Group · Money market | $95K | 1.8% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant 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.