Filed November 18, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: ADVANCED CAPITAL GROUP, INC. Service code 27 · EIN 38-2685009 | Advisory (Plan) | $60,190 |
Service code 11 · EIN 27-1175487 | Actuarial | $22,183 |
US BANK1 year Service code 21 · EIN 31-0841368 | Bank Trustee | $7,515 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | -24.66% | -12.85%-11.8pp | -3.21%-21.5pp | -5.25%-19.4pp |
| Employer contribution / active EE | $0 | $16,520-100.0% | $46,051-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |