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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,488 |
5 funds hold $604K of the plan's $614K. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $582K | 96.3% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $12K | 2.0% |
| American Invmt CO OF Amer R5E Capital Group · Mutual fund Recordkeeper's own fund | $5K | 0.9% |
| NEW Perspective Fund Class R-5E Capital Group · Mutual fund Recordkeeper's own fund | $4K | 0.7% |
| American Funds U.S. Government Money Market Fund Class R-5E Capital Group · Money market Recordkeeper's own fund | $276 | <0.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.