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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,488 |
7 funds of $250K or more; 17 lines in all, holding $6.1M of the plan's $6.3M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $4.9M | 79.0% |
| Federated Capital Preservation Fund Federated Hermes · Stable value Stable value | $324K | 5.3% |
| Columbia Seligman Global Technology Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $311K | 5.1% |
| American Funds AM Cap Capital Group · Mutual fund Recordkeeper's own fund | $141K | 2.3% |
| T. Rowe Price Blue Chip T. Rowe Price · Mutual fund | $134K | 2.2% |
| Blackrock Health Sciences Opportunity BlackRock · Mutual fund | $65K | 1.1% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $54K | 0.9% |
| American Funds American Mutual Capital Group · Mutual fund Recordkeeper's own fund | $51K | 0.8% |
| New Perspective Fund Capital Group · Mutual fund Recordkeeper's own fund | $44K | 0.7% |
| Eaton Vance Atlanta Capital Smid-Cap Morgan Stanley · Other | $32K | 0.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.