Filed November 9, 2005 (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 37 · EIN 04-2647786 | Loan Processing | $149,611 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,575 |
CAPFINANCIAL PARTNERS LLC3 years Service code 10 · EIN 26-0058143 | Accounting | $60,999 |
BDO USA, LLP7 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $56,100 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $361,736 | $89,123+305.9% | $102,460+253.1% | $77,762+365.2% |
| Participation rate | 90.6% | 80.9%+9.7pp | 76.5%+14.1pp | 70.6%+20.0pp |
| Annual return | 16.11% | 25.05%-8.9pp | 29.47%-13.4pp | 31.27%-15.2pp |
| Employer contribution / active EE | $9,121 | $2,700+237.8% | $3,025+201.5% | $2,728+234.3% |
| Participant deferral / active EE | $15,208 | $5,148+195.4% | $5,056+200.8% | $4,651+227.0% |
| Admin fee / account holder | $214 | $236-9.1% | $9,460-97.7% | $433-50.5% |