Filed November 27, 2008
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Shareholder servicing ... | $65,940 |
AMERICAN FUNDS8 years Filed as: CAPITAL ASSET ADVISORY SERVICES LLC Service code 27 · EIN 38-3470125 | Advisory (Plan) | $65,382 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 38-3470125 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,373 | $46,464-15.3% | $150,298-73.8% | $79,634-50.6% |
| Participation rate | 96.3% | 57.0%+39.4pp | 77.8%+18.6pp | 62.5%+33.8pp |
| Annual return | 16.49% | 27.89%-11.4pp | 62.79%-46.3pp | 36.46%-20.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $3,450 | $2,157+60.0% | $5,453-36.7% | $3,835-10.0% |
| Admin fee / account holder | $129 | $891-85.5% | $14,116-99.1% | $1,002-87.1% |