Filed December 17, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $97,812 |
MOSS ADAMS LLP8 years Service code 10 · EIN 91-0189318 | Accounting | $27,300 |
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 | $322,877 | $106,264+203.8% | $147,117+119.5% | $77,762+315.2% |
| Participation rate | 97.2% | 78.4%+18.8pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 18.22% | 56.94%-38.7pp | 420.54%-402.3pp | 31.27%-13.1pp |
| Employer contribution / active EE | $8,009 | $4,074+96.6% | $4,932+62.4% | $2,728+193.6% |
| Participant deferral / active EE | $20,978 | $8,003+162.1% | $8,065+160.1% | $4,651+351.1% |
| Admin fee / account holder | $160 | $334-52.2% | $12,993-98.8% | $433-63.1% |