Filed December 22, 2005 (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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $172,632 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS, INC Service code 16 · EIN 04-2654524 | Consulting | $57,151 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,153 |
MCSOLEY MCCOY & CO2 years Service code 10 · EIN 03-0327374 | Accounting | $14,000 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO 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 | $108,450 | $50,169+116.2% | $149,740-27.6% | $80,187+35.2% |
| Participation rate | 93.7% | 64.3%+29.4pp | 78.8%+14.9pp | 72.9%+20.7pp |
| Annual return | 16.63% | 29.82%-13.2pp | 134.51%-117.9pp | 40.40%-23.8pp |
| Employer contribution / active EE | $2,992 | $1,869+60.1% | $4,821-37.9% | $2,980+0.4% |
| Participant deferral / active EE | $5,739 | $3,194+79.7% | $5,683+1.0% | $5,016+14.4% |
| Admin fee / account holder | $95 | $153-38.1% | $13,222-99.3% | $145-34.8% |