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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,102 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,170 | $73,638-16.9% | $95,964-36.3% | $73,497-16.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 77.1%+2.9pp | 70.7%+9.3pp |
| Annual return | 15.93% | 16.78%-0.9pp | 91.64%-75.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,596 | $1,863-14.3% | $2,541-37.2% | $2,270-29.7% |
| Participant deferral / active EE | $4,089 | $3,617+13.0% | $4,167-1.9% | $3,740+9.3% |
| Admin fee / account holder | $32 | $482-93.4% | $6,797-99.5% | $513-93.8% |