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 | $202,264 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $118,000 |
SAVANT CAPITAL MANAGEMENT2 years Service code 27 · EIN 45-3812777 | Advisory (Plan) | $86,920 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,228 |
PLANTE & MORAN, PLLC9+ years Service code 10 · EIN 38-1357951 | Accounting | $25,726 |
THE LAM GROUP, INC5 years Service code 27 · EIN 13-3898451 | Advisory (Plan) | $17,800 |
Filed as: RAPPAPORT REICHES CAP MGMT LLC Service code 27 · EIN 20-3327943 | Advisory (Plan) | $6,686 |
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 | $169,805 | $111,545+52.2% | $64,110+164.9% | $103,657+63.8% |
| Participation rate | 95.6% | 74.9%+20.6pp | 72.3%+23.2pp | 73.4%+22.2pp |
| Annual return | 15.98% | 17.80%-1.8pp | 33.75%-17.8pp | 33.13%-17.2pp |
| Employer contribution / active EE | $10,132 | $4,573+121.6% | $2,751+268.4% | $3,216+215.1% |
| Participant deferral / active EE | $4,339 | $4,715-8.0% | $3,883+11.8% | $5,218-16.8% |
| Admin fee / account holder | $21 | $45-53.1% | $3,071-99.3% | $114-81.5% |