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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 | $20,442 |
Service code 27 16233 ROCK COAST DR · WINTER GARDEN, FL 34787 | Advisory (Plan) | $5,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $27,825 | $65,453-57.5% | $86,698-67.9% | $66,938-58.4% |
| Participation rate | 59.8% | 75.5%-15.6pp | 76.6%-16.7pp | 69.8%-10.0pp |
| Annual return | -17.53% | -10.89%-6.6pp | 35.95%-53.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,323 | $2,154-38.6% | $2,837-53.4% | $2,545-48.0% |
| Participant deferral / active EE | $2,274 | $4,102-44.6% | $4,656-51.2% | $4,238-46.3% |
| Admin fee / account holder | $315 | $642-51.0% | $7,493-95.8% | $594-47.0% |