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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 99 · EIN 13-1624203 | Other Fees | $246,578 |
FIDUCIARY INVESTMENT ADVISORS7+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $45,680 |
Service code 99 · EIN 46-0927748 | Other Fees | $33,650 |
BDO USA, LLP5 years Filed as: BDO USA LLP Service code 99 · EIN 13-5381590 | Other Fees | $18,450 |
HARRY K. FRIEDMAN7+ years Service code 99 · EIN 03-4407517 | Other Fees | $14,318 |
THE ANGELL PENSION GROUP, INC.7+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $14,002 |
Filed as: FIDELITY INV INST OPER COMPANY INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,385 |
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 | $215,586 | $120,057+79.6% | $75,728+184.7% | $93,010+131.8% |
| Participation rate | 82.1% | 77.3%+4.8pp | 74.8%+7.3pp | 73.9%+8.2pp |
| Annual return | 13.44% | 19.62%-6.2pp | 104.66%-91.2pp | 158.70%-145.3pp |
| Employer contribution / active EE | $10,600 | $3,253+225.8% | $2,743+286.4% | $2,705+291.8% |
| Participant deferral / active EE | $7,236 | $4,089+77.0% | $3,820+89.4% | $4,561+58.6% |
| Admin fee / account holder | $109 | $81+34.0% | $3,620-97.0% | $152-28.0% |