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, LLC3 years Service code 13 · EIN 23-3038464 | Contract Administrator | $20,496 |
AMERICAN FUNDS3 years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 28 6720B ROCKLEDGE DR · BETHESDA, MD 20817 | Investment Management | $15,402 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,749 | $58,292-74.7% | $86,640-83.0% | $71,511-79.4% |
| Participation rate | 81.5% | 65.0%+16.5pp | 71.7%+9.8pp | 67.9%+13.5pp |
| Annual return | 13.72% | 21.63%-7.9pp | 592.52%-578.8pp | 28.86%-15.1pp |
| Employer contribution / active EE | $1,211 | $2,574-52.9% | $3,024-59.9% | $2,589-53.2% |
| Participant deferral / active EE | $1,153 | $3,438-66.5% | $4,438-74.0% | $4,291-73.1% |
| Admin fee / account holder | $145 | $1,057-86.3% | $5,616-97.4% | $1,588-90.9% |