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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,606 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,190 | $79,223-40.4% | $102,460-53.9% | $74,478-36.6% |
| Participation rate | 88.6% | 74.8%+13.8pp | 76.5%+12.1pp | 67.2%+21.3pp |
| Annual return | 13.88% | 54.98%-41.1pp | 29.47%-15.6pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $2,925 | $2,363+23.8% | $3,025-3.3% | $2,626+11.4% |
| Participant deferral / active EE | $5,270 | $4,417+19.3% | $5,056+4.2% | $4,350+21.1% |
| Admin fee / account holder | $10 | $2,003-99.5% | $9,460-99.9% | $1,946-99.5% |