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 | $248,507 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $100,919 |
BONADIO & CO., LLP2 years Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $34,000 |
Service code 27 · EIN 16-1493137 | Advisory (Plan) | $15,260 |
CORNELL POCHILY INVESTMENT ADVISORS10+ years Service code 27 · EIN 26-1694165 | Advisory (Plan) | $13,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,329 | $145,906-0.4% | $67,560+115.1% | $106,553+36.4% |
| Participation rate | 57.6% | 67.1%-9.6pp | 72.9%-15.3pp | 69.8%-12.2pp |
| Annual return | 12.79% | 15.10%-2.3pp | 3533.50%-3520.7pp | 17.37%-4.6pp |
| Employer contribution / active EE | $5,463 | $6,028-9.4% | $2,737+99.6% | $3,359+62.6% |
| Participant deferral / active EE | $0 | $5,093-100.0% | $4,004-100.0% | $5,562-100.0% |
| Admin fee / account holder | $20 | $38-46.9% | $3,994-99.5% | $80-74.8% |