Filed January 28, 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.
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| Provider | Service type | Compensation |
|---|---|---|
QCI ASSET MANAGEMENT8+ years Service code 10 40A GROVE STREET · PITTSFORD, NY 14534 | Accounting | $289,273 |
MERCER1 year Service code 10 99 HIGH STREET · BOSTON, MA 02110 | Accounting | $112,800 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO Service code 10 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Accounting | $67,277 |
ROPES & GRAY LLP2 years Service code 29 800 BOYLSTON STREET · BOSTON, MA 02199 | Legal | $12,573 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 10.00% | 8.00%+2.0pp | 7.69%+2.3pp | 37.74%-27.7pp |
| Employer contribution / active EE | $7,485 | $15,902-52.9% | $28,501-73.7% | $15,788-52.6% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |