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 | $18,700 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,600 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,086 | $47,126-40.4% | $149,673-81.2% | $74,419-62.3% |
| Participation rate | 70.3% | 63.4%+6.9pp | 78.8%-8.5pp | 70.7%-0.4pp |
| Annual return | 10.97% | 22.75%-11.8pp | 134.42%-123.4pp | 34.38%-23.4pp |
| Employer contribution / active EE | $2,474 | $1,905+29.8% | $4,818-48.7% | $2,637-6.2% |
| Participant deferral / active EE | $1,913 | $2,728-29.9% | $5,680-66.3% | $4,528-57.7% |
| Admin fee / account holder | $46 | $343-86.6% | $13,210-99.7% | $348-86.8% |