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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,407 | $101,672-27.8% | $147,117-50.1% | $74,478-1.4% |
| Participation rate | 90.3% | 75.5%+14.8pp | 82.2%+8.1pp | 67.2%+23.1pp |
| Annual return | 13.02% | 8757.83%-8744.8pp | 420.54%-407.5pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $2,199 | $3,813-42.3% | $4,932-55.4% | $2,626-16.3% |
| Participant deferral / active EE | $3,896 | $7,305-46.7% | $8,065-51.7% | $4,350-10.4% |
| Admin fee / account holder | $12 | $1,753-99.3% | $12,993-99.9% | $1,946-99.4% |