Filed April 6, 2007
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 | $62,663 |
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $59,749 |
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 | $107,207 | $65,946+62.6% | $81,783+31.1% | $77,671+38.0% |
| Participation rate | 97.8% | 65.8%+32.1pp | 72.4%+25.5pp | 70.6%+27.3pp |
| Annual return | 13.70% | 26.65%-13.0pp | 775.05%-761.4pp | 31.21%-17.5pp |
| Employer contribution / active EE | $3,350 | $2,371+41.3% | $2,913+15.0% | $2,726+22.9% |
| Participant deferral / active EE | $7,043 | $3,507+100.9% | $4,320+63.0% | $4,648+51.5% |
| Admin fee / account holder | $136 | $527-74.1% | $7,380-98.2% | $430-68.3% |