Filed January 10, 2007
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 INVSTMNTS INST OPER CO,INC Service code 37 · EIN 04-2647786 | Loan Processing | $112,391 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $95,750 |
Service code 28 · EIN 82-3538929 | Investment Management | $68,672 |
PLANTE & MORAN, PLLC5+ years Service code 10 · EIN 38-1357951 | Accounting | $16,500 |
THE LAM GROUP, INC1 year Service code 27 · EIN 13-3898451 | Advisory (Plan) | $13,255 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,539 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $140,288 | $121,004+15.9% | $69,480+101.9% | $89,609+56.6% |
| Participation rate | 88.5% | 66.9%+21.6pp | 74.6%+13.9pp | 69.6%+18.9pp |
| Annual return | 18.82% | 20.21%-1.4pp | 28.99%-10.2pp | 33.65%-14.8pp |
| Employer contribution / active EE | $6,805 | $5,335+27.6% | $2,780+144.8% | $2,584+163.3% |
| Participant deferral / active EE | $3,130 | $4,335-27.8% | $3,537-11.5% | $4,222-25.9% |
| Admin fee / account holder | $14 | $32-56.3% | $3,840-99.6% | $72-80.6% |