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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,175 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,935 | $91,424-32.3% | $135,942-54.4% | $71,495-13.4% |
| Participation rate | 91.1% | 75.7%+15.4pp | 81.9%+9.1pp | 67.9%+23.1pp |
| Annual return | 17.75% | 29.90%-12.1pp | 68.28%-50.5pp | 28.85%-11.1pp |
| Employer contribution / active EE | $2,091 | $3,704-43.6% | $4,858-57.0% | $2,589-19.3% |
| Participant deferral / active EE | $3,422 | $7,092-51.8% | $7,759-55.9% | $4,291-20.3% |
| Admin fee / account holder | $14 | $1,266-98.9% | $10,764-99.9% | $1,588-99.1% |