Filed August 17, 2010 (most recent of 3 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $432,478 |
Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,000 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $36,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,573 | $145,513-40.5% | $184,256-53.0% | $99,313-12.8% |
| Participation rate | 94.2% | 90.3%+3.9pp | 86.8%+7.4pp | 71.7%+22.5pp |
| Annual return | 16.80% | 21.25%-4.5pp | 28.85%-12.0pp | 17.67%-0.9pp |
| Employer contribution / active EE | $4,542 | $5,354-15.2% | $6,427-29.3% | $3,264+39.1% |
| Participant deferral / active EE | $7,243 | $8,423-14.0% | $9,133-20.7% | $5,346+35.5% |
| Admin fee / account holder | $76 | $78-1.9% | $13,899-99.5% | $109-30.2% |