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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $9,924 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,559 | $102,393-73.1% | $147,041-81.3% | $80,911-65.9% |
| Participation rate | 90.4% | 75.9%+14.6pp | 82.2%+8.2pp | 67.6%+22.8pp |
| Annual return | 16.25% | 134.95%-118.7pp | 419.21%-403.0pp | 35.63%-19.4pp |
| Employer contribution / active EE | $2,742 | $3,715-26.2% | $4,935-44.4% | $2,756-0.5% |
| Participant deferral / active EE | $5,167 | $6,647-22.3% | $8,071-36.0% | $4,297+20.2% |
| Admin fee / account holder | $117 | $7,943-98.5% | $13,006-99.1% | $6,935-98.3% |