Filed July 28, 2010
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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $162,635 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $70,990 |
Filed as: ABERDEEN Service code 52 · EIN 51-0368279 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BARON4 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX4 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 76-0352823 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,841 | $52,293+56.5% | $178,490-54.1% | $73,409+11.5% |
| Participation rate | 99.8% | 65.3%+34.4pp | 81.9%+17.9pp | 72.2%+27.6pp |
| Annual return | 15.21% | 34.75%-19.5pp | 151.07%-135.9pp | 59.29%-44.1pp |
| Employer contribution / active EE | $2,328 | $1,735+34.2% | $5,011-53.5% | $2,234+4.2% |
| Participant deferral / active EE | $5,065 | $2,332+117.2% | $5,202-2.6% | $3,805+33.1% |
| Admin fee / account holder | $318 | $127+149.9% | $13,984-97.7% | $158+101.6% |