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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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% | $69,464+102.0% | $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 | 28.98%-10.2pp | 34.56%-15.7pp |
| Employer contribution / active EE | $6,805 | $5,335+27.6% | $2,779+144.9% | $2,584+163.3% |
| Participant deferral / active EE | $3,130 | $4,335-27.8% | $3,536-11.5% | $4,220-25.8% |
| Admin fee / account holder | $14 | $32-56.3% | $3,840-99.6% | $72-80.6% |