Filed April 23, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPITAL MANAGEMENT ASSOCIATES INC Service code 27 7900 XERXES AVE S SE 500 · MINNEAPOLIS, MN 55431 | Advisory (Plan) | $25,571 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $24,979 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $33,635 | $45,000-25.3% | $143,799-76.6% | $77,906-56.8% |
| Participation rate | 11.6% | 66.8%-55.3pp | 80.3%-68.8pp | 73.7%-62.1pp |
| Annual return | -14.07% | 29.03%-43.1pp | -0.04%-14.0pp | 12.16%-26.2pp |
| Employer contribution / active EE | $298 | $1,870-84.0% | $4,952-94.0% | $2,846-89.5% |
| Participant deferral / active EE | $392 | $3,157-87.6% | $5,638-93.1% | $4,805-91.8% |
| Admin fee / account holder | $173 | $98+75.9% | $14,677-98.8% | $133+30.6% |