Filed June 28, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 2121 AVE OF THE STARS, STE 1600 · LOS ANGELES, CA 90067 | Advisory (Plan) | $25,677 |
Filed as: CAPTAL GROUP RETIREMENT PLAN SERVIC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,897 |
Service code 13 7639 LEESBURG PIKE · FALLS CHURCH, VA 220432520 | Contract Administrator | $1,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,460 | $101,653-47.4% | $147,080-63.7% | $74,459-28.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 55.77% | 8754.98%-8699.2pp | 420.17%-364.4pp | 1369.70%-1313.9pp |
| Employer contribution / active EE | $4,238 | $3,813+11.1% | $4,933-14.1% | $2,626+61.4% |
| Participant deferral / active EE | $4,799 | $7,304-34.3% | $8,066-40.5% | $4,350+10.3% |
| Admin fee / account holder | $245 | $1,752-86.0% | $12,989-98.1% | $1,945-87.4% |