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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,284 | $62,928-2.6% | $172,752-64.5% | $67,579-9.3% |
| Participation rate | 65.5% | 64.5%+1.1pp | 82.6%-17.1pp | 71.3%-5.7pp |
| Annual return | 23.34% | 30.36%-7.0pp | 802.97%-779.6pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,970 | $1,636+20.4% | $5,144-61.7% | $2,148-8.3% |
| Participant deferral / active EE | $4,009 | $2,145+86.9% | $5,198-22.9% | $3,539+13.3% |
| Admin fee / account holder | $16 | $167-90.3% | $13,955-99.9% | $142-88.7% |