Filed July 21, 2014
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 Filed as: FIDELITY INVEST INSTITUTIONAL OPPS Service code 37 · EIN 04-2647786 | Loan Processing | $107,980 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETER, PLLC Service code 99 · EIN 04-3499945 | Other Fees | $30,565 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 | Other Fees | $19,012 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,259 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVST INSTITUTIONAL OPER Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,304 | $113,568+74.6% | $67,560+193.5% | $200,096-0.9% |
| Participation rate | 76.4% | 73.3%+3.1pp | 72.9%+3.5pp | 72.0%+4.4pp |
| Annual return | 14.32% | 15.88%-1.6pp | 3533.50%-3519.2pp | 34.26%-19.9pp |
| Employer contribution / active EE | $7,590 | $3,409+122.6% | $2,737+177.3% | $3,038+149.9% |
| Participant deferral / active EE | $7,128 | $4,163+71.2% | $4,004+78.0% | $5,090+40.0% |
| Admin fee / account holder | $81 | $102-21.4% | $3,994-98.0% | $269-70.1% |