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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 SERVICES · IRVINE, CA 92618 | Recordkeeping Fees | $300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,173 | $69,708-82.5% | $67,560-82.0% | $74,478-83.7% |
| Participation rate | 80.9% | 71.4%+9.4pp | 72.9%+7.9pp | 67.2%+13.6pp |
| Annual return | 14.87% | -40.67%+55.5pp | 3533.50%-3518.6pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $311 | $2,715-88.5% | $2,737-88.6% | $2,626-88.1% |
| Participant deferral / active EE | $1,499 | $3,637-58.8% | $4,004-62.6% | $4,350-65.5% |
| Admin fee / account holder | $12 | $887-98.6% | $3,994-99.7% | $1,946-99.4% |