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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $7,324 |
Service code 13 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Contract Administrator | $5,204 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,097 | $58,888-52.3% | $178,498-84.3% | $73,493-61.8% |
| Participation rate | 69.4% | 66.2%+3.1pp | 81.9%-12.6pp | 70.7%-1.3pp |
| Annual return | 18.21% | 24.86%-6.6pp | 151.09%-132.9pp | 28.51%-10.3pp |
| Employer contribution / active EE | $653 | $2,236-70.8% | $5,011-87.0% | $2,270-71.2% |
| Participant deferral / active EE | $1,810 | $2,568-29.5% | $5,202-65.2% | $3,740-51.6% |
| Admin fee / account holder | $69 | $400-82.7% | $13,985-99.5% | $513-86.5% |