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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 74-2533381 | Recordkeeping | $1,050 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 82-4555287 | Recordkeeping | $491 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,050 | $42,901-9.0% | $91,225-57.2% | $64,814-39.8% |
| Participation rate | 15.4% | 68.1%-52.7pp | 73.2%-57.8pp | 71.5%-56.1pp |
| Annual return | -17.66% | -13.53%-4.1pp | 114.10%-131.8pp | 32.84%-50.5pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $2,851-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,031 | $3,501-70.5% | $4,234-75.6% | $4,310-76.1% |
| Admin fee / account holder | $22 | $131-83.2% | $5,422-99.6% | $188-88.3% |