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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,057 | $81,331+3.4% | $155,534-46.0% | $80,935+3.9% |
| Participation rate | 98.9% | 66.3%+32.6pp | 78.2%+20.6pp | 67.7%+31.2pp |
| Annual return | 13.18% | 33.37%-20.2pp | 64.92%-51.7pp | 35.66%-22.5pp |
| Employer contribution / active EE | $4,219 | $3,105+35.9% | $4,675-9.8% | $2,757+53.0% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9 | $7,999-99.9% | $15,900-99.9% | $6,924-99.9% |