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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 | $3,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,938 | $106,230-38.9% | $147,080-55.8% | $77,736-16.5% |
| Participation rate | 68.7% | 78.4%-9.7pp | 82.2%-13.5pp | 70.6%-1.9pp |
| Annual return | 17.29% | 56.91%-39.6pp | 420.17%-402.9pp | 31.26%-14.0pp |
| Employer contribution / active EE | $665 | $4,072-83.7% | $4,933-86.5% | $2,728-75.6% |
| Participant deferral / active EE | $5,664 | $8,001-29.2% | $8,066-29.8% | $4,651+21.8% |
| Admin fee / account holder | $11 | $338-96.8% | $12,989-99.9% | $433-97.5% |