Filed March 11, 1996
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 | $32,769 |
MASTERS SMITH & WISBY PA1 year Filed as: MASTERS ADVISORS INC Service code 27 480 NEW HOLLAND AVE STE 7201 · LANCASTER, PA 17602 | Advisory (Plan) | $26,645 |
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $22,866 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,494 | $82,917-28.2% | $103,333-42.4% | $77,643-23.4% |
| Participation rate | 98.1% | 71.6%+26.5pp | 74.5%+23.6pp | 70.6%+27.5pp |
| Annual return | 18.23% | 19.13%-0.9pp | 24.88%-6.6pp | 31.24%-13.0pp |
| Employer contribution / active EE | $2,273 | $3,552-36.0% | $3,868-41.2% | $2,726-16.6% |
| Participant deferral / active EE | $6,250 | $4,108+52.1% | $5,057+23.6% | $4,647+34.5% |
| Admin fee / account holder | $265 | $638-58.5% | $8,355-96.8% | $430-38.5% |