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.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL ASSET ADVISORY SERVICES LLC Service code 27 · EIN 38-3470125 | Advisory (Plan) | $74,305 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $63,460 |
Service code 33 · EIN 20-4773945 | Securities brokerage; Securities brok... | $1,720 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $51 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 38-3470125 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,721 | $50,919-31.8% | $155,556-77.7% | $77,762-55.3% |
| Participation rate | 94.4% | 63.1%+31.3pp | 78.2%+16.1pp | 70.6%+23.8pp |
| Annual return | 19.78% | 34.84%-15.1pp | 64.84%-45.1pp | 31.27%-11.5pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,941 | $2,824+4.1% | $5,631-47.8% | $4,651-36.8% |
| Admin fee / account holder | $144 | $437-67.0% | $15,885-99.1% | $433-66.7% |