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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,175 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,187 | $49,138-20.3% | $84,021-53.4% | $65,185-39.9% |
| Participation rate | 96.9% | 60.7%+36.1pp | 69.0%+27.9pp | 70.2%+26.7pp |
| Annual return | 21.27% | 23.00%-1.7pp | 71.32%-50.0pp | 29.38%-8.1pp |
| Employer contribution / active EE | $781 | $914-14.5% | $1,984-60.6% | $2,177-64.1% |
| Participant deferral / active EE | $2,721 | $2,397+13.5% | $3,239-16.0% | $3,514-22.6% |
| Admin fee / account holder | $10 | $543-98.2% | $6,102-99.8% | $847-98.8% |