Filed January 11, 2006 (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.
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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC2 years Service code 28 · EIN 26-1429809 | Investment Management | $72,151 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $42,750 |
WILMERHALE2 years Service code 29 · EIN 04-1409810 | Legal | $14,315 |
FID INV INST OPS CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$254,281 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,376 | $78,852+64.1% | $76,766+68.5% | $75,289+71.8% |
| Participation rate | 85.5% | 85.0%+0.6pp | 77.0%+8.6pp | 72.4%+13.1pp |
| Annual return | -3.45% | -1.29%-2.2pp | 2.43%-5.9pp | -0.04%-3.4pp |
| Employer contribution / active EE | $4,453 | $2,794+59.4% | $2,485+79.2% | $2,405+85.2% |
| Participant deferral / active EE | $8,364 | $4,800+74.3% | $3,851+117.2% | $3,739+123.7% |
| Admin fee / account holder | $6 | $79-92.6% | $6,675-99.9% | $102-94.3% |