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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 | $1,050 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,767 | $65,453-42.3% | $86,698-56.4% | $66,938-43.6% |
| Participation rate | 42.8% | 75.5%-32.7pp | 76.6%-33.8pp | 69.8%-27.0pp |
| Annual return | -17.00% | -10.89%-6.1pp | 35.95%-53.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $811 | $2,154-62.3% | $2,837-71.4% | $2,545-68.1% |
| Participant deferral / active EE | $1,398 | $4,102-65.9% | $4,656-70.0% | $4,238-67.0% |
| Admin fee / account holder | $9 | $642-98.6% | $7,493-99.9% | $594-98.4% |