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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 | $4,550 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,243 | $89,435+35.6% | $164,975-26.5% | $77,714+56.0% |
| Participation rate | 86.4% | 78.6%+7.8pp | 78.6%+7.8pp | 70.6%+15.8pp |
| Annual return | 16.88% | 28.82%-11.9pp | 70.12%-53.2pp | 31.26%-14.4pp |
| Employer contribution / active EE | $1,808 | $2,563-29.5% | $4,343-58.4% | $2,727-33.7% |
| Participant deferral / active EE | $4,651 | $4,901-5.1% | $6,033-22.9% | $4,6490% |
| Admin fee / account holder | $13 | $340-96.2% | $12,688-99.9% | $433-97.1% |