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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 | $8,490 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,899 | $65,376-11.4% | $87,104-33.5% | $65,185-11.2% |
| Participation rate | 82.3% | 75.3%+7.0pp | 76.9%+5.5pp | 70.2%+12.1pp |
| Annual return | 22.62% | 31.27%-8.7pp | 28.19%-5.6pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,397 | $1,822-23.3% | $2,521-44.6% | $2,177-35.8% |
| Participant deferral / active EE | $3,731 | $3,388+10.1% | $4,048-7.8% | $3,514+6.2% |
| Admin fee / account holder | $39 | $520-92.5% | $7,491-99.5% | $847-95.4% |