Filed February 12, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RTMT PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,328 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,739 | $50,151-48.7% | $149,696-82.8% | $80,157-67.9% |
| Participation rate | 72.6% | 64.3%+8.3pp | 78.8%-6.2pp | 72.9%-0.3pp |
| Annual return | 17.87% | 29.80%-11.9pp | 134.46%-116.6pp | 40.39%-22.5pp |
| Employer contribution / active EE | $1,843 | $1,867-1.3% | $4,821-61.8% | $2,977-38.1% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,682-100.0% | $5,015-100.0% |
| Admin fee / account holder | $3 | $153-98.2% | $13,212-100.0% | $145-98.1% |