Filed October 18, 2004 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $285,369 |
AMERICAN FUNDS2 years Filed as: HM CAPITAL MANAGEMENT LLC Service code 16 · EIN 20-3287389 | Consulting | $82,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,095 |
Annual investment return 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 | $75,141 | $114,195-34.2% | $106,554-29.5% | $93,010-19.2% |
| Participation rate | 97.8% | 86.4%+11.4pp | 76.1%+21.6pp | 73.9%+23.9pp |
| Annual return | 12.99% | 22.18%-9.2pp | 26.80%-13.8pp | 158.70%-145.7pp |
| Employer contribution / active EE | $1,624 | $4,009-59.5% | $2,819-42.4% | $2,705-40.0% |
| Participant deferral / active EE | $4,497 | $5,908-23.9% | $4,398+2.2% | $4,561-1.4% |
| Admin fee / account holder | $92 | $105-12.2% | $7,408-98.8% | $152-39.4% |