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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,387 |
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 | $77,621 | $86,692-10.5% | $119,634-35.1% | $66,949+15.9% |
| Participation rate | 62.8% | 75.6%-12.8pp | 79.3%-16.5pp | 69.8%-7.0pp |
| Annual return | -16.88% | -8.00%-8.9pp | -14.98%-1.9pp | 1.57%-18.4pp |
| Employer contribution / active EE | $1,589 | $2,536-37.3% | $4,232-62.5% | $2,545-37.6% |
| Participant deferral / active EE | $2,352 | $4,360-46.1% | $5,601-58.0% | $4,239-44.5% |
| Admin fee / account holder | $13 | $755-98.3% | $10,329-99.9% | $594-97.8% |