Filed February 4, 2016
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 |
|---|---|---|
Filed as: ALEXANDER INVESTMENT SERVICES CO Service code 13 · EIN 61-0652524 909 LILY CREEK ROAD #101 · LOUISVILLE, KY 402432808 | Contract Administrator | $210,921 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $104,404 |
Service code 27 444 W. 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $74,988 |
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 | $39,886 | $56,095-28.9% | $178,499-77.7% | $90,274-55.8% |
| Participation rate | 51.8% | 65.6%-13.8pp | 81.9%-30.1pp | 73.4%-21.6pp |
| Annual return | 25.13% | 28.81%-3.7pp | 151.10%-126.0pp | 53.97%-28.8pp |
| Employer contribution / active EE | $863 | $1,572-45.1% | $5,011-82.8% | $2,523-65.8% |
| Participant deferral / active EE | $2,072 | $2,669-22.4% | $5,202-60.2% | $4,231-51.0% |
| Admin fee / account holder | $227 | $101+125.5% | $13,986-98.4% | $114+99.0% |