Filed February 12, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RTMT PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,711 | $53,204-59.2% | $155,556-86.0% | $200,096-89.1% |
| Participation rate | 92.2% | 64.1%+28.1pp | 78.2%+14.0pp | 72.0%+20.2pp |
| Annual return | 13.96% | 41.02%-27.1pp | 64.84%-50.9pp | 34.26%-20.3pp |
| Employer contribution / active EE | $2,028 | $1,850+9.6% | $4,675-56.6% | $3,038-33.3% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $1 | $186-99.4% | $15,885-100.0% | $269-99.6% |