Filed July 26, 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 50 · EIN 04-2647786 | Direct Payment | $84,461 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING L.L.C. Service code 27 · EIN 59-3676225 | Advisory (Plan) | $23,396 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $13,550 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,453 | $46,339+563.5% | $143,801+113.8% | $64,829+374.3% |
| Participation rate | 80.6% | 64.3%+16.4pp | 80.3%+0.3pp | 71.5%+9.1pp |
| Annual return | -16.20% | -10.05%-6.2pp | -0.04%-16.2pp | 32.85%-49.1pp |
| Employer contribution / active EE | $18,300 | $1,911+857.6% | $4,952+269.5% | $2,507+629.9% |
| Participant deferral / active EE | $13,655 | $2,648+415.7% | $5,639+142.2% | $4,312+216.7% |
| Admin fee / account holder | $125 | $154-18.8% | $14,680-99.1% | $188-33.5% |