Filed August 14, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| 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 | $19,768 |
Filed as: ANGELL PENSION GROUP, INC. Service code 13 88 BOYD AVE · E PROVIDENCE, RI 029141202 | Contract Administrator | $14,691 |
LION STREET ADVISORS LLC3 years Filed as: LION STREET ADVISORS, LLC Service code 27 515 CONGRESS AVE · AUSTIN, TX 78701 | Advisory (Plan) | $12,000 |
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 | $54,222 | $52,507+3.3% | $129,406-58.1% | $74,478-27.2% |
| Participation rate | 50.0% | 53.9%-3.9pp | 69.6%-19.6pp | 67.2%-17.2pp |
| Annual return | 13.57% | 15.64%-2.1pp | 9468.18%-9454.6pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $1,539 | $1,534+0.3% | $4,155-63.0% | $2,626-41.4% |
| Participant deferral / active EE | $3,162 | $2,801+12.9% | $4,167-24.1% | $4,350-27.3% |
| Admin fee / account holder | $221 | $2,639-91.6% | $7,689-97.1% | $1,946-88.6% |