Filed November 26, 2007 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $198,325 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $51,972 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $22,252 |
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $14,105 |
Service code 27 · EIN 16-1493137 | Advisory (Plan) | $12,318 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,444 | $133,493-7.5% | $64,110+92.5% | $96,393+28.1% |
| Participation rate | 71.6% | 69.3%+2.2pp | 72.3%-0.8pp | 71.3%+0.3pp |
| Annual return | 15.66% | 17.06%-1.4pp | 33.75%-18.1pp | 22.88%-7.2pp |
| Employer contribution / active EE | $5,189 | $6,233-16.7% | $2,751+88.7% | $3,239+60.2% |
| Participant deferral / active EE | $0 | $5,097-100.0% | $3,883-100.0% | $5,455-100.0% |
| Admin fee / account holder | $14 | $34-60.6% | $3,071-99.6% | $74-81.7% |