Filed August 21, 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.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $52,578 |
EQUITY SERVICES INC10+ years Service code 27 ONE NATIONAL LIFE DR · MONTPELIER, VT 05604 | Advisory (Plan) | $39,166 |
Filed as: RICHARDS INCORPORATED TRG INVESTMEN Service code 27 48 HARRIS PL, PO BOX 820 · BATTLEBORO, VT 05302 | Advisory (Plan) | $14,683 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,081 | $50,919+65.1% | $155,556-45.9% | $77,762+8.1% |
| Participation rate | 95.7% | 63.1%+32.6pp | 78.2%+17.5pp | 70.6%+25.1pp |
| Annual return | 12.50% | 34.84%-22.3pp | 64.84%-52.3pp | 31.27%-18.8pp |
| Employer contribution / active EE | $3,979 | $1,991+99.8% | $4,675-14.9% | $2,728+45.9% |
| Participant deferral / active EE | $6,302 | $2,824+123.1% | $5,631+11.9% | $4,651+35.5% |
| Admin fee / account holder | $215 | $437-50.9% | $15,885-98.6% | $433-50.4% |