Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,469 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,695 | $100,801-54.7% | $149,715-69.5% | $73,412-37.8% |
| Participation rate | 56.1% | 77.7%-21.6pp | 82.5%-26.4pp | 72.2%-16.1pp |
| Annual return | 16.58% | 265.34%-248.8pp | 276.66%-260.1pp | 59.30%-42.7pp |
| Employer contribution / active EE | $470 | $3,312-85.8% | $4,645-89.9% | $2,234-79.0% |
| Participant deferral / active EE | $3,586 | $6,404-44.0% | $6,842-47.6% | $3,806-5.8% |
| Admin fee / account holder | $19 | $181-89.3% | $9,310-99.8% | $158-87.7% |