Filed December 28, 2007
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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $165,673 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $34,543 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,987 |
EISNERAMPER LLP6 years Filed as: HOLTHOUSE CARLIN & VAN TRIGHT LLP Service code 10 · EIN 95-4345526 | Accounting | $6,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,120 | $31,741+35.8% | $56,025-23.0% | $200,096-78.5% |
| Participation rate | 40.2% | 32.3%+7.9pp | 52.5%-12.3pp | 72.0%-31.8pp |
| Annual return | 17.07% | 14.72%+2.4pp | 1712.69%-1695.6pp | 34.26%-17.2pp |
| Employer contribution / active EE | $1,169 | $508+130.3% | $1,042+12.2% | $3,038-61.5% |
| Participant deferral / active EE | $2,535 | $1,184+114.1% | $1,955+29.7% | $5,090-50.2% |
| Admin fee / account holder | $90 | $426-78.8% | $2,828-96.8% | $269-66.5% |