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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 | $81,233+3.5% | $155,567-46.0% | $80,874+3.9% |
| Participation rate | 98.9% | 66.2%+32.6pp | 78.2%+20.7pp | 67.6%+31.2pp |
| Annual return | 13.18% | 33.33%-20.1pp | 64.74%-51.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $4,219 | $3,101+36.1% | $4,674-9.7% | $2,756+53.1% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9 | $7,998-99.9% | $15,916-99.9% | $6,935-99.9% |