Filed July 14, 1999
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 GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,811 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,202 | $62,177-8.0% | $81,370-29.7% | $74,478-23.2% |
| Participation rate | 72.5% | 64.1%+8.4pp | 69.5%+2.9pp | 67.2%+5.3pp |
| Annual return | 11.54% | 16.62%-5.1pp | 24.85%-13.3pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $1,353 | $1,881-28.1% | $2,464-45.1% | $2,626-48.5% |
| Participant deferral / active EE | $3,969 | $3,219+23.3% | $3,885+2.1% | $4,350-8.8% |
| Admin fee / account holder | $130 | $1,927-93.3% | $5,749-97.7% | $1,946-93.3% |