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 STE 500 · MINNEAPOLIS, MN 55431 | Advisory (Plan) | $30,914 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $25,599 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,413 | $57,610-5.5% | $154,803-64.9% | $102,872-47.1% |
| Participation rate | 9.4% | 59.5%-50.0pp | 78.1%-68.6pp | 73.0%-63.6pp |
| Annual return | 16.39% | 30.49%-14.1pp | 58.88%-42.5pp | 19.06%-2.7pp |
| Employer contribution / active EE | $265 | $1,883-85.9% | $4,305-93.8% | $3,526-92.5% |
| Participant deferral / active EE | $388 | $2,914-86.7% | $5,540-93.0% | $5,535-93.0% |
| Admin fee / account holder | $222 | $368-39.8% | $14,329-98.5% | $292-24.2% |