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 | $168,546 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $118,000 |
Service code 28 · EIN 82-3538929 | Investment Management | $99,908 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $31,073 |
PLANTE & MORAN, PLLC7+ years Service code 10 · EIN 38-1357951 | Accounting | $29,600 |
THE LAM GROUP, INC3 years Service code 27 · EIN 13-3898451 | Advisory (Plan) | $19,130 |
Filed as: RAPPAPORT REICHES CAP MGMT LLC Service code 27 · EIN 20-3327943 | Advisory (Plan) | $6,983 |
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 | $173,086 | $127,246+36.0% | $75,728+128.6% | $101,555+70.4% |
| Participation rate | 91.1% | 76.6%+14.6pp | 74.8%+16.3pp | 74.5%+16.6pp |
| Annual return | 13.59% | 14.35%-0.8pp | 104.66%-91.1pp | 21.00%-7.4pp |
| Employer contribution / active EE | $8,937 | $4,333+106.3% | $2,743+225.8% | $2,972+200.7% |
| Participant deferral / active EE | $3,968 | $4,639-14.5% | $3,820+3.9% | $4,874-18.6% |
| Admin fee / account holder | $20 | $42-50.8% | $3,620-99.4% | $139-85.3% |