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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,948 | $29,369+56.5% | $77,552-40.8% | $73,412-37.4% |
| Participation rate | 44.1% | 37.9%+6.2pp | 54.2%-10.1pp | 72.2%-28.1pp |
| Annual return | 26.26% | 358.15%-331.9pp | 54.82%-28.6pp | 59.30%-33.0pp |
| Employer contribution / active EE | $130 | $406-67.9% | $987-86.8% | $2,234-94.2% |
| Participant deferral / active EE | $694 | $941-26.2% | $1,861-62.7% | $3,806-81.8% |
| Admin fee / account holder | $19 | $123-84.7% | $2,859-99.3% | $158-88.1% |