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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,780 | $59,220+44.8% | $96,570-11.2% | $79,391+8.0% |
| Participation rate | 42.5% | 61.9%-19.4pp | 69.8%-27.4pp | 70.7%-28.2pp |
| Annual return | 13.78% | 27.08%-13.3pp | 37.79%-24.0pp | 116.88%-103.1pp |
| Employer contribution / active EE | $202 | $1,216-83.4% | $2,357-91.4% | $2,428-91.7% |
| Participant deferral / active EE | $3,133 | $2,948+6.3% | $3,849-18.6% | $4,046-22.6% |
| Admin fee / account holder | $31 | $659-95.3% | $6,182-99.5% | $627-95.0% |