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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 | $2,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,056 | $46,332-54.6% | $143,799-85.4% | $64,819-67.5% |
| Participation rate | 49.1% | 64.2%-15.1pp | 80.3%-31.2pp | 71.5%-22.4pp |
| Annual return | -20.91% | -10.05%-10.9pp | -0.04%-20.9pp | 32.84%-53.7pp |
| Employer contribution / active EE | $510 | $1,911-73.3% | $4,952-89.7% | $2,507-79.6% |
| Participant deferral / active EE | $1,344 | $2,647-49.2% | $5,638-76.2% | $4,311-68.8% |
| Admin fee / account holder | $9 | $154-94.3% | $14,677-99.9% | $188-95.4% |