Filed June 14, 2006
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 28 100 CROSBY PARKWAY · COVINGTON, KY 41015 | Investment Management | $0 |
PENSION ADMINISTRATORS GROUP, INC.10+ years Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,639 | $92,186-54.8% | $105,624-60.6% | $77,762-46.5% |
| Participation rate | 85.1% | 81.0%+4.1pp | 75.3%+9.9pp | 70.6%+14.5pp |
| Annual return | 12.20% | 17.83%-5.6pp | 116.20%-104.0pp | 31.27%-19.1pp |
| Employer contribution / active EE | $1,299 | $3,376-61.5% | $3,168-59.0% | $2,728-52.4% |
| Participant deferral / active EE | $2,447 | $5,395-54.6% | $5,013-51.2% | $4,651-47.4% |
| Admin fee / account holder | $27 | $219-87.7% | $10,961-99.8% | $433-93.8% |