Filed December 26, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FARMER & BETTS2 years Filed as: FARMER & BETTS INC Service code 13 6010 20TH ST E STE 1 · TACOMA, WA 98424 | Contract Administrator | $4,225 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,763 | $64,729-52.5% | $112,263-72.6% | $68,490-55.1% |
| Participation rate | 80.6% | 67.2%+13.4pp | 75.1%+5.5pp | 67.9%+12.7pp |
| Annual return | -14.61% | -11.40%-3.2pp | 27.49%-42.1pp | -7.85%-6.8pp |
| Employer contribution / active EE | $3,993 | $2,746+45.4% | $3,636+9.8% | $2,597+53.8% |
| Participant deferral / active EE | $2,256 | $3,566-36.7% | $4,729-52.3% | $4,028-44.0% |
| Admin fee / account holder | $5 | $5,222-99.9% | $6,410-99.9% | $5,403-99.9% |