Filed February 12, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RTMT PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,398 |
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 | $20,562 | $56,095-63.3% | $178,503-88.5% | $90,274-77.2% |
| Participation rate | 90.1% | 65.6%+24.6pp | 81.9%+8.2pp | 73.4%+16.8pp |
| Annual return | 18.85% | 28.81%-10.0pp | 151.12%-132.3pp | 53.97%-35.1pp |
| Employer contribution / active EE | $1,601 | $1,572+1.8% | $5,011-68.0% | $2,523-36.5% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $2 | $101-98.0% | $13,987-100.0% | $114-98.2% |