Filed October 20, 2006
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 |
|---|---|---|
PCS RETIREMENT, LLC2 years Service code 13 · EIN 23-3038464 | Contract Administrator | $22,882 |
AMERICAN FUNDS2 years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 28 6720B ROCKLEDGE DR · BETHESDA, MD 20817 | Investment Management | $16,527 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,218 | $47,766-68.1% | $82,744-81.6% | $64,819-76.5% |
| Participation rate | 86.7% | 67.7%+19.0pp | 72.6%+14.1pp | 71.5%+15.2pp |
| Annual return | -16.29% | -13.06%-3.2pp | 702.22%-718.5pp | 32.84%-49.1pp |
| Employer contribution / active EE | $1,182 | $2,182-45.8% | $3,008-60.7% | $2,507-52.9% |
| Participant deferral / active EE | $1,135 | $3,332-65.9% | $4,395-74.2% | $4,311-73.7% |
| Admin fee / account holder | $141 | $143-1.2% | $5,325-97.3% | $188-24.8% |