Filed October 18, 2006
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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Filed as: FRANK RUSSELL Service code 25 · EIN 91-1116938 1301 SECOND AVE · SEATTLE, WA 98101 | Directed Trustee | $1,169,735 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 60 · EIN 04-2647786 PO BOX 770002 · CINCINNATI, OH 452770027 | Sub-TA Fees | $122,991 |
BERRY DUNN2+ years Service code 10 · EIN 01-0523282 36 PLEASANT STREET · BANGOR, ME 04401 | Accounting | $11,890 |
Service code 36 78 RICE STREET · BANGOR, ME 044020155 | Copying and duplicating | $7,061 |
Filed as: FIDELITY INVESTMENTS OPER CO Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $59,704-100.0% | $352,393-100.0% | $59,704-100.0% |
| Participation rate | 0.0% | 30.5%-30.5pp | 94.5%-94.5pp | 30.5%-30.5pp |
| Annual return | 6.64% | 6.59%0pp | 2.44%+4.2pp | 6.59%0pp |
| Employer contribution / active EE | $1,589 | $6,727-76.4% | $16,208-90.2% | $6,727-76.4% |
| Participant deferral / active EE | $0 | $0 | $3,380-100.0% | $0 |
| Admin fee / account holder | $0 | $299-100.0% | $17,307-100.0% | $299-100.0% |