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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 | $50,919+122.3% | $155,556-27.2% | $77,762+45.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 15.07% | 34.84%-19.8pp | 64.84%-49.8pp | 31.27%-16.2pp |
| Employer contribution / active EE | $3,897 | $1,991+95.7% | $4,675-16.7% | $2,728+42.8% |
| Participant deferral / active EE | $8,292 | $2,824+193.6% | $5,631+47.3% | $4,651+78.3% |
| Admin fee / account holder | $0 | $437-100.0% | $15,885-100.0% | $433-100.0% |