Filed January 6, 2006 (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 27 3925 HAGAN ST. · BLOOMINGTON, IN 47401 | Advisory (Plan) | $15,840 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,150 |
Filed as: BLUE BENEFITS CONSULTING, INC Service code 13 2670 E 2ND ST · BLOOMINGTON, IN 474015371 | Contract Administrator | $350 |
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 | $29,757 | $58,320-49.0% | $86,438-65.6% | $66,938-55.5% |
| Participation rate | 94.4% | 78.6%+15.9pp | 80.3%+14.1pp | 69.8%+24.6pp |
| Annual return | -18.12% | -9.71%-8.4pp | 4397.19%-4415.3pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,121 | $2,615-57.1% | $3,769-70.3% | $2,545-55.9% |
| Participant deferral / active EE | $4,450 | $6,899-35.5% | $6,952-36.0% | $4,238+5.0% |
| Admin fee / account holder | $84 | $546-84.6% | $6,733-98.7% | $594-85.8% |