Filed October 17, 2014
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $10,416 |
MORGAN STANLEY SMITH BARNEY6+ 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.
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 | $55,262 | $86,225-35.9% | $146,649-62.3% | $86,828-36.4% |
| Participation rate | 89.6% | 78.0%+11.6pp | 80.1%+9.5pp | 72.3%+17.3pp |
| Annual return | 32.92% | 31.23%+1.7pp | 22.75%+10.2pp | 97.95%-65.0pp |
| Employer contribution / active EE | $695 | $2,392-70.9% | $4,137-83.2% | $2,406-71.1% |
| Participant deferral / active EE | $4,258 | $4,245+0.3% | $5,506-22.7% | $4,132+3.0% |
| Admin fee / account holder | $31 | $195-83.9% | $10,281-99.7% | $170-81.5% |