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 37 · EIN 04-2647786 | Loan Processing | $83,435 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $19,250 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING L.L.C. Service code 27 · EIN 59-3676225 | Advisory (Plan) | $19,048 |
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 | $336,971 | $47,173+614.3% | $149,740+125.0% | $74,478+352.4% |
| Participation rate | 93.9% | 63.4%+30.5pp | 78.8%+15.1pp | 70.7%+23.2pp |
| Annual return | 18.46% | 22.75%-4.3pp | 134.51%-116.0pp | 34.37%-15.9pp |
| Employer contribution / active EE | $12,003 | $1,903+530.7% | $4,821+149.0% | $2,637+355.2% |
| Participant deferral / active EE | $17,017 | $2,730+523.4% | $5,683+199.4% | $4,530+275.6% |
| Admin fee / account holder | $117 | $343-66.0% | $13,222-99.1% | $347-66.4% |