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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 | $4,650 |
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 | $88,201 | $89,123-1.0% | $102,460-13.9% | $77,762+13.4% |
| Participation rate | 68.8% | 80.9%-12.1pp | 76.5%-7.7pp | 70.6%-1.8pp |
| Annual return | 17.26% | 25.05%-7.8pp | 29.47%-12.2pp | 31.27%-14.0pp |
| Employer contribution / active EE | $1,398 | $2,700-48.2% | $3,025-53.8% | $2,728-48.7% |
| Participant deferral / active EE | $4,165 | $5,148-19.1% | $5,056-17.6% | $4,651-10.4% |
| Admin fee / account holder | $20 | $236-91.6% | $9,460-99.8% | $433-95.4% |