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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,585 | $84,493-40.1% | $125,381-59.7% | $66,938-24.4% |
| Participation rate | 93.5% | 76.4%+17.1pp | 82.4%+11.1pp | 69.8%+23.7pp |
| Annual return | -16.77% | -8.49%-8.3pp | 572.31%-589.1pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,118 | $3,554-40.4% | $4,815-56.0% | $2,545-16.8% |
| Participant deferral / active EE | $3,646 | $6,783-46.3% | $7,448-51.1% | $4,238-14.0% |
| Admin fee / account holder | $15 | $685-97.8% | $10,007-99.9% | $594-97.5% |