Filed February 21, 2006 (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 | $53,634 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $34,040 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,668 |
BUCK GLOBAL, LLC5 years Filed as: BUCK GOBAL INC Service code 27 · EIN 13-3954297 | Advisory (Plan) | $28,494 |
NIXON PEABODY LLP10+ years Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 | Legal | $12,655 |
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 | $400,996 | $129,227+210.3% | $184,256+117.6% | $77,762+415.7% |
| Participation rate | 96.7% | 87.4%+9.3pp | 86.8%+9.8pp | 70.6%+26.1pp |
| Annual return | 15.09% | 33.24%-18.1pp | 28.85%-13.8pp | 31.27%-16.2pp |
| Employer contribution / active EE | $14,660 | $4,412+232.2% | $6,427+128.1% | $2,728+437.4% |
| Participant deferral / active EE | $19,474 | $7,307+166.5% | $9,133+113.2% | $4,651+318.7% |
| Admin fee / account holder | $111 | $256-56.5% | $13,899-99.2% | $433-74.3% |