Filed June 10, 2005
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 |
|---|---|---|
SNOWDEN CAPITAL ADVISORS LLC7 years Service code 27 4630 N LOOP 1604 W · SAN ANTONIO, TX 78249 | Advisory (Plan) | $55,663 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $25,558 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,607 | $101,653+59.0% | $147,080+9.9% | $74,459+117.0% |
| Participation rate | 99.5% | 75.6%+23.9pp | 82.2%+17.3pp | 67.2%+32.2pp |
| Annual return | 18.59% | 8754.98%-8736.4pp | 420.17%-401.6pp | 1369.70%-1351.1pp |
| Employer contribution / active EE | $5,702 | $3,813+49.5% | $4,933+15.6% | $2,626+117.2% |
| Participant deferral / active EE | $10,295 | $7,304+40.9% | $8,066+27.6% | $4,350+136.7% |
| Admin fee / account holder | $359 | $1,752-79.5% | $12,989-97.2% | $1,945-81.5% |