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 INSTL OPERATIONS CO Service code 50 · EIN 04-2647786 | Direct Payment | $135,049 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $36,362 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $22,250 |
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $8,027 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,644 |
Service code 27 · EIN 16-1493137 | Advisory (Plan) | $7,396 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 60 | Sub-TA Fees | $0 |
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 | $156,689 | $133,493+17.4% | $64,110+144.4% | $96,393+62.6% |
| Participation rate | 69.7% | 69.3%+0.4pp | 72.3%-2.6pp | 71.3%-1.6pp |
| Annual return | 16.85% | 17.06%-0.2pp | 33.75%-16.9pp | 22.88%-6.0pp |
| Employer contribution / active EE | $0 | $6,233-100.0% | $2,751-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $5,058 | $5,097-0.8% | $3,883+30.3% | $5,455-7.3% |
| Admin fee / account holder | $15 | $34-55.5% | $3,071-99.5% | $74-79.3% |