Filed August 13, 2002
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 15 · EIN 04-3532603 | Recordkeeping | $54,401 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 49 · EIN 26-0058143 | Other Services | $23,750 |
RICHARD NELSON1 year Service code 16 · EIN 48-4987009 | Consulting | $13,839 |
TIAA2 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $11,730 |
JIM EDMONSON1 year Service code 16 · EIN 46-5431429 | Consulting | $862 |
FID INV INST OPS CO2 years Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,681 | $117,148-13.2% | $67,560+50.5% | $99,313+2.4% |
| Participation rate | 74.9% | 72.7%+2.3pp | 72.9%+2.0pp | 71.7%+3.2pp |
| Annual return | 13.13% | 14.15%-1.0pp | 3533.50%-3520.4pp | 17.67%-4.5pp |
| Employer contribution / active EE | $0 | $4,623-100.0% | $2,737-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $5,695 | $4,782+19.1% | $4,004+42.2% | $5,346+6.5% |
| Admin fee / account holder | $13 | $50-74.5% | $3,994-99.7% | $109-88.3% |