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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 | $2,713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,915 | $62,928-27.0% | $172,752-73.4% | $67,579-32.1% |
| Participation rate | 25.8% | 64.5%-38.6pp | 82.6%-56.8pp | 71.3%-45.4pp |
| Annual return | 21.18% | 30.36%-9.2pp | 802.97%-781.8pp | 378.56%-357.4pp |
| Employer contribution / active EE | $416 | $1,636-74.6% | $5,144-91.9% | $2,148-80.6% |
| Participant deferral / active EE | $820 | $2,145-61.8% | $5,198-84.2% | $3,539-76.8% |
| Admin fee / account holder | $13 | $167-92.5% | $13,955-99.9% | $142-91.2% |