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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 | $45,343+5.0% | $150,298-68.3% | $67,986-30.0% |
| Participation rate | 65.4% | 51.9%+13.6pp | 77.8%-12.3pp | 57.2%+8.2pp |
| Annual return | 13.67% | 33.28%-19.6pp | 62.79%-49.1pp | 31.67%-18.0pp |
| Employer contribution / active EE | $2,854 | $1,462+95.2% | $4,154-31.3% | $2,019+41.4% |
| Participant deferral / active EE | $766 | $2,055-62.7% | $5,453-85.9% | $3,358-77.2% |
| Admin fee / account holder | $103 | $2,250-95.4% | $14,116-99.3% | $3,203-96.8% |