Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVS Service code 15 · EIN 82-4555287 | Recordkeeping | $7,249 |
Filed as: RESOURCE BENEFITS ADMINSTRATORS Service code 15 · EIN 74-2533381 | Recordkeeping | $3,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,171 | $101,653-92.0% | $147,080-94.4% | $74,459-89.0% |
| Participation rate | 63.7% | 75.6%-11.8pp | 82.2%-18.5pp | 67.2%-3.5pp |
| Annual return | 15.85% | 8754.98%-8739.1pp | 420.17%-404.3pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,630 | $7,304-64.0% | $8,066-67.4% | $4,350-39.5% |
| Admin fee / account holder | $48 | $1,752-97.3% | $12,989-99.6% | $1,945-97.5% |