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 | $143,181 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $118,000 |
Service code 28 · EIN 82-3538929 | Investment Management | $83,765 |
THE LAM GROUP, INC2 years Service code 27 · EIN 13-3898451 | Advisory (Plan) | $17,425 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $7,513 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,106 |
Filed as: RAPPAPORT REICHES CAP MGMT LLC Service code 27 · EIN 20-3327943 | Advisory (Plan) | $5,330 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $154,393 | $129,352+19.4% | $70,492+119.0% | $106,273+45.3% |
| Participation rate | 86.3% | 73.1%+13.2pp | 75.1%+11.2pp | 70.8%+15.5pp |
| Annual return | 12.38% | 13.88%-1.5pp | 109.16%-96.8pp | 21.70%-9.3pp |
| Employer contribution / active EE | $3,194 | $5,470-41.6% | $2,738+16.7% | $2,722+17.3% |
| Participant deferral / active EE | $3,037 | $4,597-33.9% | $3,711-18.2% | $4,601-34.0% |
| Admin fee / account holder | $16 | $37-55.2% | $3,848-99.6% | $78-79.0% |