Filed July 20, 2010 (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 |
|---|---|---|
Filed as: FIDELITY INV INST OPER COMP, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $198,426 |
CAPFINANCIAL PARTNERS LLC4 years Service code 37 · EIN 26-0058143 | Loan Processing | $72,643 |
TIAA6 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 37 · EIN 13-1624203 | Loan Processing | $67,266 |
CARON & BLETZER, PLLC6 years Service code 10 · EIN 04-3499945 | Accounting | $17,000 |
Service code 16 · EIN 06-5171535 | Consulting | $6,000 |
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 | $196,448 | $113,568+73.0% | $67,560+190.8% | $200,096-1.8% |
| Participation rate | 94.5% | 73.3%+21.1pp | 72.9%+21.5pp | 72.0%+22.5pp |
| Annual return | 14.76% | 15.88%-1.1pp | 3533.50%-3518.7pp | 34.26%-19.5pp |
| Employer contribution / active EE | $4,392 | $3,409+28.8% | $2,737+60.5% | $3,038+44.6% |
| Participant deferral / active EE | $4,843 | $4,163+16.3% | $4,004+20.9% | $5,090-4.9% |
| Admin fee / account holder | $135 | $102+31.6% | $3,994-96.6% | $269-50.0% |