Filed July 13, 2004
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 |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $50,057 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $25,977 |
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 | $152,126 | $80,781+88.3% | $102,437+48.5% | $74,478+104.3% |
| Participation rate | 97.2% | 65.7%+31.6pp | 74.5%+22.7pp | 67.2%+30.0pp |
| Annual return | 12.46% | 27.58%-15.1pp | 24.95%-12.5pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $4,120 | $3,160+30.4% | $3,871+6.4% | $2,626+56.9% |
| Participant deferral / active EE | $6,307 | $3,862+63.3% | $5,060+24.6% | $4,350+45.0% |
| Admin fee / account holder | $427 | $2,372-82.0% | $8,388-94.9% | $1,946-78.0% |