Filed June 9, 2008 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 52 | Indirect Investment Fees | $182,906 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD RD · WINDSOR, CT 060954730 | Advisory (Plan) | $41,500 |
AAFCPAS, INC.6 years Service code 10 · EIN 04-2571780 50 WASHINGTON STREET · WESBOROUGH, MA 015811013 | Accounting | $31,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,627 | $58,969+172.4% | $129,406+24.1% | $77,762+106.6% |
| Participation rate | 98.5% | 59.5%+39.0pp | 69.6%+28.9pp | 70.6%+27.9pp |
| Annual return | 14.19% | 24.78%-10.6pp | 9468.18%-9454.0pp | 31.27%-17.1pp |
| Employer contribution / active EE | $5,975 | $1,959+205.1% | $4,155+43.8% | $2,728+119.0% |
| Participant deferral / active EE | $5,991 | $3,224+85.8% | $4,167+43.8% | $4,651+28.8% |
| Admin fee / account holder | $57 | $593-90.4% | $7,689-99.3% | $433-86.9% |