Filed January 3, 2008
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 |
|---|---|---|
FUND DIRECT ADVISORS1+ years Filed as: FUND EVALUATION GROUP Service code 49 · EIN 01-0694771 | Other Services | $63,132 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,704 |
ASCENSUS LLC1+ years Filed as: RETIREMENT MGMT SERVICES Service code 10 · EIN 31-1560462 | Accounting | $17,888 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,924 |
Filed as: FIDELITY INVESTMENT 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 | $120,510 | $37,039+225.4% | $147,618-18.4% | $59,188+103.6% |
| Participation rate | 94.3% | 63.8%+30.6pp | 84.6%+9.7pp | 69.4%+24.9pp |
| Annual return | -0.52% | 7.19%-7.7pp | 61.98%-62.5pp | 5.51%-6.0pp |
| Employer contribution / active EE | $3,561 | $1,353+163.2% | $5,564-36.0% | $2,098+69.7% |
| Participant deferral / active EE | $4,249 | $2,094+102.9% | $4,895-13.2% | $3,265+30.1% |
| Admin fee / account holder | $29 | $60-51.4% | $11,612-99.7% | $92-68.2% |