Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,477 | $47,163-26.9% | $149,696-77.0% | $74,460-53.7% |
| Participation rate | 33.7% | 63.4%-29.8pp | 78.8%-45.1pp | 70.7%-37.1pp |
| Annual return | 9.63% | 22.75%-13.1pp | 134.46%-124.8pp | 34.38%-24.7pp |
| Employer contribution / active EE | $712 | $1,907-62.6% | $4,821-85.2% | $2,638-73.0% |
| Participant deferral / active EE | $1,448 | $2,730-47.0% | $5,682-74.5% | $4,530-68.0% |
| Admin fee / account holder | $21 | $343-93.9% | $13,212-99.8% | $348-94.0% |