Filed March 1, 2002
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 FUNDS1+ years Filed as: CAPITAL RESEARCH & CONSULTING Service code 27 15 SOUTH RAYMOND AVENUE · PASADENA, CA 91127 | Advisory (Plan) | $196,717 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,845 | $71,957+11.0% | $67,652+18.0% | $59,188+34.9% |
| Participation rate | 98.8% | 82.7%+16.1pp | 75.7%+23.1pp | 69.4%+29.4pp |
| Annual return | 4.25% | 8.53%-4.3pp | 6625.40%-6621.1pp | 5.51%-1.3pp |
| Employer contribution / active EE | $5,029 | $2,432+106.8% | $2,266+122.0% | $2,098+139.7% |
| Participant deferral / active EE | $4,092 | $4,211-2.8% | $3,560+14.9% | $3,265+25.3% |
| Admin fee / account holder | $0 | $64-100.0% | $4,821-100.0% | $92-100.0% |