Filed January 18, 2007 (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 |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 99 · EIN 36-4001764 | Other Fees | $50,139 |
HARVARD SQUARE FINANCIAL PLANNING10+ years Service code 99 · EIN 46-0927748 | Other Fees | $22,000 |
THE ANGELL PENSION GROUP, INC.10+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $13,409 |
HARRY K. FRIEDMAN10+ years Service code 99 · EIN 03-4407517 | Other Fees | $8,309 |
MP P.C.1 year Filed as: MP, P.C. Service code 99 · EIN 04-3191789 | Other Fees | $7,250 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER COMPANY INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,066 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,464 | $113,568+95.0% | $67,560+227.8% | $200,096+10.7% |
| Participation rate | 81.2% | 73.3%+7.9pp | 72.9%+8.3pp | 72.0%+9.2pp |
| Annual return | 11.74% | 15.88%-4.1pp | 3533.50%-3521.8pp | 34.26%-22.5pp |
| Employer contribution / active EE | $7,225 | $3,409+111.9% | $2,737+164.0% | $3,038+137.9% |
| Participant deferral / active EE | $8,133 | $4,163+95.4% | $4,004+103.1% | $5,090+59.8% |
| Admin fee / account holder | $96 | $102-6.4% | $3,994-97.6% | $269-64.4% |