Filed March 15, 2021 (most recent of 3 filings on file)
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RET PLAN SERICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $461 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,929 | $76,670+47.3% | $96,683+16.8% | $71,457+58.0% |
| Participation rate | 75.0% | 66.6%+8.4pp | 74.3%+0.7pp | 67.9%+7.1pp |
| Annual return | 22.28% | 48.29%-26.0pp | 35.69%-13.4pp | 28.85%-6.6pp |
| Employer contribution / active EE | $2,936 | $3,031-3.1% | $3,737-21.4% | $2,588+13.5% |
| Participant deferral / active EE | $4,252 | $3,771+12.7% | $4,878-12.8% | $4,289-0.9% |
| Admin fee / account holder | $4 | $2,028-99.8% | $6,730-99.9% | $1,587-99.7% |