Filed November 9, 2000
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 |
|---|---|---|
CENTENNIAL SECURITIES11+ years Service code 99 · EIN 38-2214928 3075 CHARLEVOIX DR. SE · GRAND RAPIDS, MI 49546 | Other Fees | $12,685 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $12,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,771 | $65,246-8.4% | $98,716-39.5% | $67,986-12.1% |
| Participation rate | 63.0% | 51.4%+11.6pp | 69.3%-6.3pp | 57.2%+5.8pp |
| Annual return | 17.88% | 20.58%-2.7pp | 31.81%-13.9pp | 31.67%-13.8pp |
| Employer contribution / active EE | $245 | $1,042-76.5% | $2,279-89.2% | $2,019-87.8% |
| Participant deferral / active EE | $1,487 | $2,594-42.7% | $4,048-63.3% | $3,358-55.7% |
| Admin fee / account holder | $229 | $4,561-95.0% | $8,703-97.4% | $3,203-92.9% |