Filed September 12, 2012
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $111,668 |
AMERICAN FUNDS10+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 28 · EIN 26-4789150 | Investment Management | $65,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $256,363-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.2%-34.2pp | 10.4%-10.4pp |
| Annual return | 5.86% | 9.36%-3.5pp | 5.46%+0.4pp | 9.31%-3.4pp |
| Employer contribution / active EE | $18,719 | $16,968+10.3% | $28,604-34.6% | $13,179+42.0% |
| Participant deferral / active EE | $0 | $108-100.0% | $20-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $6,551-100.0% | $4,785-100.0% |