Filed April 25, 2011 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Service code 15 · EIN 95-6583393 | Recordkeeping | $10,217 |
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 | $137,791 | $65,135+111.5% | $143,801-4.2% | $66,954+105.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -19.13% | -11.13%-8.0pp | -0.04%-19.1pp | 1.57%-20.7pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,639-100.0% | $4,239-100.0% |
| Admin fee / account holder | $31 | $503-93.8% | $14,680-99.8% | $594-94.8% |