Filed May 24, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $50,000 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $32,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,684 |
Filed as: FEDELITY INVESTMENTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INSTUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDLEITY INVESTMENTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDLELITY INVESTMENTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
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 | $39,463 | $44,989-12.3% | $170,435-76.8% | $77,958-49.4% |
| Participation rate | 86.8% | 64.6%+22.2pp | 83.6%+3.2pp | 71.6%+15.2pp |
| Annual return | 20.60% | 19.61%+1.0pp | 205.94%-185.3pp | 20.87%-0.3pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,011 | $2,208+36.4% | $4,939-39.0% | $3,537-14.9% |
| Admin fee / account holder | $32 | $69-54.0% | $13,881-99.8% | $97-67.5% |