Filed May 14, 2014
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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,095 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $11,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,256 | $51,638-74.3% | $129,406-89.8% | $80,959-83.6% |
| Participation rate | 49.4% | 56.9%-7.5pp | 69.6%-20.3pp | 67.7%-18.3pp |
| Annual return | 10.71% | 20.78%-10.1pp | 9468.18%-9457.5pp | 35.67%-25.0pp |
| Employer contribution / active EE | $639 | $1,584-59.7% | $4,155-84.6% | $2,757-76.8% |
| Participant deferral / active EE | $844 | $2,670-68.4% | $4,167-79.8% | $4,300-80.4% |
| Admin fee / account holder | $147 | $4,313-96.6% | $7,689-98.1% | $6,925-97.9% |