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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,063 |
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 | $81,002 | $76,112+6.4% | $96,534-16.1% | $71,511+13.3% |
| Participation rate | 69.1% | 74.4%-5.3pp | 76.0%-6.9pp | 67.9%+1.1pp |
| Annual return | 22.19% | 22.81%-0.6pp | 25.88%-3.7pp | 28.86%-6.7pp |
| Employer contribution / active EE | $1,403 | $2,248-37.6% | $2,965-52.7% | $2,589-45.8% |
| Participant deferral / active EE | $3,822 | $4,217-9.4% | $4,851-21.2% | $4,291-10.9% |
| Admin fee / account holder | $24 | $2,708-99.1% | $8,253-99.7% | $1,588-98.5% |