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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $25,143 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,818 | $59,448-58.3% | $93,696-73.5% | $74,459-66.7% |
| Participation rate | 87.1% | 59.6%+27.4pp | 68.7%+18.3pp | 67.2%+19.8pp |
| Annual return | 16.02% | 82.11%-66.1pp | 133.74%-117.7pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,505 | $3,052+14.8% | $4,417-20.6% | $4,350-19.4% |
| Admin fee / account holder | $82 | $3,027-97.3% | $8,287-99.0% | $1,945-95.8% |