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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $100 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,647 | $51,620-94.9% | $90,304-97.1% | $65,185-95.9% |
| Participation rate | 40.2% | 68.6%-28.4pp | 73.3%-33.1pp | 70.2%-30.0pp |
| Annual return | 0.00% | 24.94%-24.9pp | 78.13%-78.1pp | 29.38%-29.4pp |
| Employer contribution / active EE | $450 | $2,235-79.9% | $2,855-84.2% | $2,177-79.3% |
| Participant deferral / active EE | $789 | $2,871-72.5% | $3,885-79.7% | $3,514-77.5% |
| Admin fee / account holder | $7 | $384-98.3% | $5,354-99.9% | $847-99.2% |