Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,875 |
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 | $66,490 | $99,957-33.5% | $149,730-55.6% | $73,493-9.5% |
| Participation rate | 67.6% | 75.7%-8.1pp | 82.5%-14.8pp | 70.7%-3.0pp |
| Annual return | 19.67% | 53.87%-34.2pp | 276.70%-257.0pp | 28.51%-8.8pp |
| Employer contribution / active EE | $2,084 | $3,191-34.7% | $4,645-55.1% | $2,270-8.2% |
| Participant deferral / active EE | $3,551 | $6,073-41.5% | $6,843-48.1% | $3,740-5.0% |
| Admin fee / account holder | $15 | $551-97.3% | $9,310-99.8% | $513-97.1% |