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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $26,522 | $66,319-60.0% | $93,621-71.7% | $65,186-59.3% |
| Participation rate | 35.6% | 74.0%-38.4pp | 75.8%-40.2pp | 70.2%-34.6pp |
| Annual return | 20.92% | 42.59%-21.7pp | 32.76%-11.8pp | 29.39%-8.5pp |
| Employer contribution / active EE | $571 | $2,013-71.6% | $2,719-79.0% | $2,177-73.8% |
| Participant deferral / active EE | $866 | $3,343-74.1% | $4,070-78.7% | $3,514-75.3% |
| Admin fee / account holder | $5 | $6,900-99.9% | $7,890-99.9% | $847-99.4% |