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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $28,580 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $21,086 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,996 | $44,206+40.2% | $94,057-34.1% | $64,728-4.2% |
| Participation rate | 45.7% | 51.0%-5.3pp | 73.3%-27.7pp | 57.9%-12.2pp |
| Annual return | 17.25% | 259.42%-242.2pp | 480.62%-463.4pp | 49.38%-32.1pp |
| Employer contribution / active EE | $1,378 | $1,635-15.7% | $2,933-53.0% | $2,243-38.6% |
| Participant deferral / active EE | $2,293 | $1,902+20.6% | $4,709-51.3% | $2,729-16.0% |
| Admin fee / account holder | $108 | $1,230-91.2% | $7,244-98.5% | $1,145-90.6% |