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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 | $7,142 |
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 | $67,784 | $92,076-26.4% | $105,607-35.8% | $77,736-12.8% |
| Participation rate | 48.0% | 81.0%-33.0pp | 75.3%-27.2pp | 70.6%-22.6pp |
| Annual return | 16.25% | 17.84%-1.6pp | 116.11%-99.9pp | 31.26%-15.0pp |
| Employer contribution / active EE | $1,570 | $3,370-53.4% | $3,167-50.4% | $2,728-42.4% |
| Participant deferral / active EE | $2,858 | $5,390-47.0% | $5,011-43.0% | $4,651-38.6% |
| Admin fee / account holder | $14 | $219-93.7% | $10,958-99.9% | $433-96.8% |