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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 | $39,766+55.9% | $66,674-7.0% | $71,012-12.7% |
| Participation rate | 45.7% | 47.7%-2.0pp | 73.7%-28.0pp | 58.6%-12.9pp |
| Annual return | 17.25% | 181.39%-164.1pp | 321.24%-304.0pp | 37.67%-20.4pp |
| Employer contribution / active EE | $1,378 | $1,503-8.4% | $2,620-47.4% | $2,348-41.3% |
| Participant deferral / active EE | $2,293 | $1,868+22.7% | $4,084-43.9% | $3,246-29.4% |
| Admin fee / account holder | $108 | $1,097-90.2% | $5,098-97.9% | $1,167-90.8% |