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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 | $43,749+8.8% | $158,223-69.9% | $65,306-27.1% |
| Participation rate | 65.4% | 56.9%+8.6pp | 79.2%-13.8pp | 57.7%+7.8pp |
| Annual return | 13.67% | 19.41%-5.7pp | 52.09%-38.4pp | 21.94%-8.3pp |
| Employer contribution / active EE | $2,854 | $1,497+90.6% | $4,109-30.5% | $1,967+45.1% |
| Participant deferral / active EE | $766 | $2,019-62.0% | $5,467-86.0% | $2,959-74.1% |
| Admin fee / account holder | $103 | $1,930-94.7% | $16,047-99.4% | $3,480-97.1% |