Filed December 29, 1992
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 |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,300 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $25 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $25 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,445 | $46,732+333.2% | $156,551+29.3% | $55,167+267.0% |
| Participation rate | 94.8% | 65.8%+29.0pp | 84.0%+10.8pp | 69.0%+25.8pp |
| Annual return | 8.31% | 17.72%-9.4pp | 32.23%-23.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $5,471 | $2,105+159.9% | $5,501-0.5% | $1,963+178.8% |
| Participant deferral / active EE | $4,751 | $2,204+115.6% | $4,871-2.5% | $3,054+55.6% |
| Admin fee / account holder | $9 | $418-97.9% | $13,028-99.9% | $504-98.2% |