Filed January 29, 2009
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 FUNDS2 years Filed as: CAPITAL ASSET ADVISORY SERVICES, LL Service code 27 15744 S PEACOCK RD · HASLETT, MI 48840 | Advisory (Plan) | $40,028 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $27,365 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,039 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,120 | $73,532+60.6% | $178,505-33.8% | $74,478+58.6% |
| Participation rate | 79.3% | 66.6%+12.7pp | 77.1%+2.2pp | 67.2%+12.1pp |
| Annual return | 12.39% | 17.49%-5.1pp | 27.16%-14.8pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $4,200 | $2,221+89.2% | $3,955+6.2% | $2,626+59.9% |
| Participant deferral / active EE | $7,910 | $4,519+75.1% | $6,280+25.9% | $4,350+81.8% |
| Admin fee / account holder | $792 | $1,813-56.3% | $10,428-92.4% | $1,946-59.3% |