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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $813 |
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 | $39,648 | $26,140+51.7% | $58,507-32.2% | $74,473-46.8% |
| Participation rate | 37.3% | 32.1%+5.2pp | 50.9%-13.5pp | 70.7%-33.4pp |
| Annual return | 15.98% | 32.51%-16.5pp | 4252.32%-4236.3pp | 34.36%-18.4pp |
| Employer contribution / active EE | $144 | $537-73.2% | $1,053-86.3% | $2,638-94.5% |
| Participant deferral / active EE | $812 | $1,075-24.4% | $1,922-57.7% | $4,530-82.1% |
| Admin fee / account holder | $25 | $652-96.2% | $2,486-99.0% | $347-92.9% |