Filed April 30, 2013
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 |
|---|---|---|
FID INV INST OPS CO3 years Service code 37 · EIN 04-2647786 | Loan Processing | $1,681,393 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $191,222 |
SOUNDHILL GRAPHICS1 year Filed as: ALPHAGRAPHICS - SOUNDHILL GRAPHICS Service code 16 · EIN 83-2657094 | Consulting | $45,053 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $27,174 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $26,215 |
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 60 | Sub-TA Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,560 | $66,513-21.0% | $178,510-70.6% | $106,273-50.5% |
| Participation rate | 97.2% | 73.8%+23.4pp | 81.9%+15.2pp | 70.8%+26.4pp |
| Annual return | 24.81% | 21.81%+3.0pp | 151.13%-126.3pp | 21.70%+3.1pp |
| Employer contribution / active EE | $4,939 | $1,776+178.1% | $5,011-1.4% | $2,722+81.4% |
| Participant deferral / active EE | $5,924 | $3,679+61.0% | $5,202+13.9% | $4,601+28.7% |
| Admin fee / account holder | $72 | $53+35.0% | $13,988-99.5% | $78-7.9% |