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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,862 |
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 | $33,839 | $82,979-59.2% | $102,412-67.0% | $77,736-56.5% |
| Participation rate | 37.7% | 71.5%-33.8pp | 74.5%-36.8pp | 70.6%-32.9pp |
| Annual return | 13.22% | 19.11%-5.9pp | 24.94%-11.7pp | 31.26%-18.0pp |
| Employer contribution / active EE | $1,309 | $3,554-63.2% | $3,870-66.2% | $2,728-52.0% |
| Participant deferral / active EE | $2,411 | $4,109-41.3% | $5,060-52.3% | $4,651-48.1% |
| Admin fee / account holder | $19 | $639-97.0% | $8,388-99.8% | $433-95.5% |