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 |
|---|---|---|
Service code 28 · EIN 39-1788357 | Investment Management | $10,939 |
K&L GATES1+ years Filed as: K&L GATES LLP Service code 28 · EIN 25-0921018 | Investment Management | $7,540 |
Filed as: FIDELITY INVST INST OP CO, INC. Service code 37 | Loan Processing | $0 |
Filed as: FIDELITY INVSTMNTS INST OPER CO,INC Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $43,102 | $78,181-44.9% | $57,357-24.9% | $67,505-36.2% |
| Participation rate | 85.7% | 76.6%+9.1pp | 75.1%+10.6pp | 71.2%+14.5pp |
| Annual return | 4.00% | 2.76%+1.2pp | 24.41%-20.4pp | 6.52%-2.5pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,689-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $3,223 | $3,501-7.9% | $3,162+1.9% | $3,597-10.4% |
| Admin fee / account holder | $2 | $27-92.3% | $3,357-99.9% | $56-96.4% |