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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $7,716 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,207 | $50,860+122.6% | $155,574-27.2% | $77,714+45.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 15.07% | 34.86%-19.8pp | 64.87%-49.8pp | 31.26%-16.2pp |
| Employer contribution / active EE | $3,897 | $1,991+95.7% | $4,676-16.7% | $2,727+42.9% |
| Participant deferral / active EE | $8,292 | $2,825+193.5% | $5,629+47.3% | $4,649+78.3% |
| Admin fee / account holder | $0 | $436-100.0% | $15,914-100.0% | $433-100.0% |