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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 | $4,745 |
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 | $29,840 | $46,332-35.6% | $143,799-79.2% | $64,819-54.0% |
| Participation rate | 39.9% | 64.2%-24.3pp | 80.3%-40.4pp | 71.5%-31.5pp |
| Annual return | -12.86% | -10.05%-2.8pp | -0.04%-12.8pp | 32.84%-45.7pp |
| Employer contribution / active EE | $633 | $1,911-66.9% | $4,952-87.2% | $2,507-74.7% |
| Participant deferral / active EE | $1,433 | $2,647-45.9% | $5,638-74.6% | $4,311-66.8% |
| Admin fee / account holder | $20 | $154-87.2% | $14,677-99.9% | $188-89.5% |