Filed April 25, 2007
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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $18,000 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $817 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,992 | $80,763+2.8% | $102,412-19.0% | $74,459+11.5% |
| Participation rate | 73.5% | 65.7%+7.8pp | 74.5%-1.0pp | 67.2%+6.3pp |
| Annual return | 12.69% | 27.57%-14.9pp | 24.94%-12.3pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $633 | $3,160-80.0% | $3,870-83.6% | $2,626-75.9% |
| Participant deferral / active EE | $5,030 | $3,862+30.2% | $5,060-0.6% | $4,350+15.6% |
| Admin fee / account holder | $134 | $2,371-94.4% | $8,388-98.4% | $1,945-93.1% |