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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,858 |
10 funds of $250K or more; 18 lines in all, holding $10.4M of the plan's $10.6M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Balanced Fund Capital Group · Mutual fund Recordkeeper's own fund | $2.3M | 22.6% |
| Growth Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $2.2M | 21.0% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $1.4M | 13.0% |
| Investment CO OF America Capital Group · Mutual fund Recordkeeper's own fund | $1.2M | 11.9% |
| Invesco American Franchise Fund Class A Invesco · Mutual fund Possible retail class A | $611K | 5.9% |
| New Perspective Fund Capital Group · Mutual fund Recordkeeper's own fund | $600K | 5.8% |
| Bond Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $409K | 3.9% |
| New Economy Fund Capital Group · Mutual fund Recordkeeper's own fund | $391K | 3.8% |
| Invesco Discovery Mid Cap Growth Fund Class A Invesco · Mutual fund Possible retail class A | $360K | 3.5% |
| Eupac Fund Capital Group · Mutual fund Recordkeeper's own fund | $306K | 2.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.