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 ADVISORS7+ years Filed as: FUND EVALUATION GROUP Service code 49 · EIN 01-0694771 | Other Services | $50,000 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,924 |
ASCENSUS LLC7+ years Filed as: RETIREMENT MGMT SERVICES Service code 10 · EIN 31-1560462 | Accounting | $14,929 |
MCM CPAS & ADVISORS LLP2 years Filed as: MCM CPAS AND ADVISORS LLP Service code 10 · EIN 27-1235638 | Accounting | $13,900 |
Filed as: FIDELITY INSTITUTIONAL INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,804 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,586 | $56,551+261.8% | $185,854+10.1% | $86,828+135.6% |
| Participation rate | 92.0% | 65.5%+26.4pp | 81.7%+10.2pp | 72.3%+19.7pp |
| Annual return | 15.61% | 118.23%-102.6pp | 122.12%-106.5pp | 97.95%-82.3pp |
| Employer contribution / active EE | $5,826 | $1,845+215.8% | $5,169+12.7% | $2,406+142.1% |
| Participant deferral / active EE | $5,168 | $2,556+102.2% | $5,569-7.2% | $4,132+25.1% |
| Admin fee / account holder | $51 | $150-65.7% | $16,246-99.7% | $170-69.7% |