Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $420 |
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.
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 | $7,613 | $58,888-87.1% | $178,499-95.7% | $73,493-89.6% |
| Participation rate | 15.4% | 66.2%-50.8pp | 81.9%-66.5pp | 70.7%-55.3pp |
| Annual return | 43.19% | 24.86%+18.3pp | 151.10%-107.9pp | 28.51%+14.7pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $566 | $2,568-78.0% | $5,202-89.1% | $3,740-84.9% |
| Admin fee / account holder | $20 | $400-95.0% | $13,986-99.9% | $513-96.1% |