Filed April 26, 2006 (most recent of 4 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $443,103 |
LCG ASSOCIATES, INC.2 years Service code 16 · EIN 75-1680350 | Consulting | $50,000 |
Service code 10 · EIN 74-1695589 | Accounting | $20,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,649 | $55,694-23.4% | $81,882-47.9% | $200,096-78.7% |
| Participation rate | 91.8% | 62.7%+29.1pp | 72.4%+19.4pp | 72.0%+19.8pp |
| Annual return | 16.16% | 19.59%-3.4pp | 779.47%-763.3pp | 34.26%-18.1pp |
| Employer contribution / active EE | $1,720 | $2,114-18.7% | $2,916-41.0% | $3,038-43.4% |
| Participant deferral / active EE | $5,440 | $3,299+64.9% | $4,323+25.8% | $5,090+6.9% |
| Admin fee / account holder | $76 | $348-78.3% | $7,360-99.0% | $269-71.9% |