Filed August 1, 2018
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 |
|---|---|---|
BENEFIT PLANNING CONSULTANTS3 years Service code 13 · EIN 36-3036100 PO BOX 7500 · CHAMPAIGN, IL 61826 | Contract Administrator | $300 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,996 | $49,471-25.2% | $79,583-53.5% | $66,949-44.7% |
| Participation rate | 40.8% | 61.4%-20.5pp | 69.5%-28.7pp | 69.8%-29.0pp |
| Annual return | -17.40% | 84.30%-101.7pp | 0.16%-17.6pp | 1.57%-19.0pp |
| Employer contribution / active EE | $865 | $1,266-31.7% | $2,414-64.2% | $2,545-66.0% |
| Participant deferral / active EE | $2,266 | $3,160-28.3% | $3,986-43.1% | $4,239-46.5% |
| Admin fee / account holder | $10 | $595-98.4% | $6,835-99.9% | $594-98.4% |