Filed July 6, 2016
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 |
|---|---|---|
Filed as: JIM HALLINAN PENSION CONSULTING, LL Service code 13 · EIN 51-0523358 77 SOUTH MAIN STREET · WEST HARTFORD, CT 06107 | Contract Administrator | $22,865 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,825 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,291 | $38,165-4.9% | $189,758-80.9% | $69,255-47.6% |
| Participation rate | 78.2% | 66.7%+11.5pp | 79.8%-1.6pp | 69.0%+9.2pp |
| Annual return | 13.32% | 14.65%-1.3pp | 52.62%-39.3pp | 26.73%-13.4pp |
| Employer contribution / active EE | $2,642 | $1,589+66.3% | $4,767-44.6% | $2,645-0.1% |
| Participant deferral / active EE | $2,443 | $2,073+17.9% | $5,856-58.3% | $2,890-15.5% |
| Admin fee / account holder | $32 | $714-95.5% | $20,388-99.8% | $733-95.6% |