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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,695 | $50,919-16.2% | $155,556-72.6% | $77,762-45.1% |
| Participation rate | 27.9% | 63.1%-35.2pp | 78.2%-50.3pp | 70.6%-42.7pp |
| Annual return | 16.89% | 34.84%-17.9pp | 64.84%-47.9pp | 31.27%-14.4pp |
| Employer contribution / active EE | $665 | $1,991-66.6% | $4,675-85.8% | $2,728-75.6% |
| Participant deferral / active EE | $1,282 | $2,824-54.6% | $5,631-77.2% | $4,651-72.4% |
| Admin fee / account holder | $19 | $437-95.6% | $15,885-99.9% | $433-95.5% |