Filed May 8, 2003
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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $32,491 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $30,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,501 | $50,919+42.4% | $155,556-53.4% | $77,762-6.8% |
| Participation rate | 60.1% | 63.1%-3.0pp | 78.2%-18.2pp | 70.6%-10.5pp |
| Annual return | 13.15% | 34.84%-21.7pp | 64.84%-51.7pp | 31.27%-18.1pp |
| Employer contribution / active EE | $1,525 | $1,991-23.4% | $4,675-67.4% | $2,728-44.1% |
| Participant deferral / active EE | $2,937 | $2,824+4.0% | $5,631-47.8% | $4,651-36.8% |
| Admin fee / account holder | $260 | $437-40.5% | $15,885-98.4% | $433-40.0% |