Filed January 12, 2010 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $102,268 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $91,578 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $64,750 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $44,060 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,978 | $110,258+86.8% | $102,460+101.0% | $200,096+2.9% |
| Participation rate | 95.1% | 86.3%+8.8pp | 76.5%+18.6pp | 72.0%+23.1pp |
| Annual return | 16.21% | 35.78%-19.6pp | 29.47%-13.3pp | 34.26%-18.0pp |
| Employer contribution / active EE | $3,275 | $3,605-9.2% | $3,025+8.2% | $3,038+7.8% |
| Participant deferral / active EE | $11,650 | $6,377+82.7% | $5,056+130.4% | $5,090+128.9% |
| Admin fee / account holder | $74 | $122-39.1% | $9,460-99.2% | $269-72.3% |