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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 82-4555287 | Recordkeeping | $15,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,605 | $43,496+9.4% | $161,489-70.5% | $64,340-26.0% |
| Participation rate | 65.4% | 53.5%+11.9pp | 78.7%-13.3pp | 55.2%+10.2pp |
| Annual return | 13.67% | 20.76%-7.1pp | 89.72%-76.1pp | 24.14%-10.5pp |
| Employer contribution / active EE | $2,854 | $1,431+99.5% | $4,268-33.1% | $1,862+53.3% |
| Participant deferral / active EE | $766 | $1,996-61.6% | $5,630-86.4% | $2,980-74.3% |
| Admin fee / account holder | $103 | $2,330-95.6% | $16,006-99.4% | $3,703-97.2% |