Filed January 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $84,077 | $91,517-8.1% | $101,271-17.0% | $73,412+14.5% |
| Participation rate | 30.5% | 73.8%-43.3pp | 75.8%-45.3pp | 72.2%-41.7pp |
| Annual return | 12.25% | 17.17%-4.9pp | 46.48%-34.2pp | 59.30%-47.0pp |
| Employer contribution / active EE | $913 | $2,877-68.3% | $3,660-75.1% | $2,234-59.1% |
| Participant deferral / active EE | $1,749 | $3,338-47.6% | $4,371-60.0% | $3,806-54.1% |
| Admin fee / account holder | $3 | $216-98.4% | $5,948-99.9% | $158-97.8% |