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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,415 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,012 | $46,332+36.0% | $143,799-56.2% | $64,819-2.8% |
| Participation rate | 70.4% | 64.2%+6.2pp | 80.3%-9.9pp | 71.5%-1.0pp |
| Annual return | -18.04% | -10.05%-8.0pp | -0.04%-18.0pp | 32.84%-50.9pp |
| Employer contribution / active EE | $2,395 | $1,911+25.3% | $4,952-51.6% | $2,507-4.5% |
| Participant deferral / active EE | $4,949 | $2,647+86.9% | $5,638-12.2% | $4,311+14.8% |
| Admin fee / account holder | $0 | $154-100.0% | $14,677-100.0% | $188-100.0% |