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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 | $44,398+39.6% | $103,693-40.2% | $65,191-4.9% |
| Participation rate | 45.7% | 54.3%-8.6pp | 72.6%-27.0pp | 63.0%-17.3pp |
| Annual return | 17.25% | 325.62%-308.4pp | 47.61%-30.4pp | 51.24%-34.0pp |
| Employer contribution / active EE | $1,378 | $1,702-19.1% | $2,920-52.8% | $2,400-42.6% |
| Participant deferral / active EE | $2,293 | $1,797+27.6% | $4,579-49.9% | $2,671-14.2% |
| Admin fee / account holder | $108 | $856-87.4% | $7,858-98.6% | $907-88.1% |