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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVSTMNTS INST OPER CO,INC Service code 37 · EIN 04-2647786 | Loan Processing | $144,430 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $118,000 |
Service code 27 · EIN 45-3812777 | Advisory (Plan) | $94,458 |
PLANTE & MORAN, PLLC8+ years Service code 10 · EIN 38-1357951 | Accounting | $37,900 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $34,720 |
THE LAM GROUP, INC4 years Service code 27 · EIN 13-3898451 | Advisory (Plan) | $19,060 |
Filed as: RAPPAPORT REICHES CAP MGMT LLC Service code 27 · EIN 20-3327943 | Advisory (Plan) | $6,655 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,450 | $95,445+49.2% | $60,874+134.0% | $78,044+82.5% |
| Participation rate | 91.8% | 72.5%+19.3pp | 73.1%+18.7pp | 74.4%+17.3pp |
| Annual return | -12.70% | -12.21%-0.5pp | 16.90%-29.6pp | 10.87%-23.6pp |
| Employer contribution / active EE | $9,321 | $3,900+139.0% | $2,701+245.0% | $3,125+198.3% |
| Participant deferral / active EE | $4,053 | $4,558-11.1% | $3,817+6.2% | $5,084-20.3% |
| Admin fee / account holder | $19 | $46-59.5% | $3,224-99.4% | $79-76.5% |