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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 82-4555287 | Recordkeeping | $2,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,773 | $64,176-31.8% | $112,263-61.0% | $66,949-34.6% |
| Participation rate | 32.1% | 68.4%-36.3pp | 75.1%-42.9pp | 69.8%-37.7pp |
| Annual return | -15.22% | -13.80%-1.4pp | 27.49%-42.7pp | 1.57%-16.8pp |
| Employer contribution / active EE | $906 | $3,007-69.9% | $3,636-75.1% | $2,545-64.4% |
| Participant deferral / active EE | $2,271 | $3,694-38.5% | $4,729-52.0% | $4,239-46.4% |
| Admin fee / account holder | $36 | $626-94.2% | $6,410-99.4% | $594-93.9% |