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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,174 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,700 | $47,135+58.5% | $149,717-50.1% | $74,440+0.3% |
| Participation rate | 67.6% | 63.4%+4.2pp | 78.8%-11.2pp | 70.7%-3.2pp |
| Annual return | 20.58% | 22.75%-2.2pp | 134.41%-113.8pp | 34.37%-13.8pp |
| Employer contribution / active EE | $2,340 | $1,906+22.8% | $4,820-51.4% | $2,638-11.3% |
| Participant deferral / active EE | $4,943 | $2,728+81.2% | $5,682-13.0% | $4,529+9.1% |
| Admin fee / account holder | $0 | $343-100.0% | $13,213-100.0% | $348-100.0% |