Filed October 17, 2014
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,715 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 80 STATE STREET 12TH FL · ALBANY, NY 12207 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,595 | $69,159-39.9% | $125,195-66.8% | $67,584-38.5% |
| Participation rate | 87.5% | 78.2%+9.3pp | 79.8%+7.8pp | 71.3%+16.3pp |
| Annual return | 6.21% | 27.12%-20.9pp | 43.79%-37.6pp | 378.59%-372.4pp |
| Employer contribution / active EE | $636 | $2,023-68.6% | $3,866-83.6% | $2,148-70.4% |
| Participant deferral / active EE | $3,134 | $3,700-15.3% | $4,937-36.5% | $3,540-11.5% |
| Admin fee / account holder | $25 | $142-82.3% | $9,704-99.7% | $142-82.4% |