Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $49,796+24.5% | $136,867-54.7% | $69,255-10.5% |
| Participation rate | 45.7% | 62.1%-16.4pp | 74.5%-28.9pp | 69.0%-23.3pp |
| Annual return | 17.25% | 12.45%+4.8pp | 42.97%-25.7pp | 26.73%-9.5pp |
| Employer contribution / active EE | $1,378 | $2,044-32.6% | $3,547-61.2% | $2,645-47.9% |
| Participant deferral / active EE | $2,293 | $2,062+11.2% | $4,924-53.4% | $2,890-20.7% |
| Admin fee / account holder | $108 | $484-77.7% | $10,340-99.0% | $733-85.3% |