Filed January 11, 2006 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC4 years Service code 28 · EIN 26-1429809 | Investment Management | $99,720 |
FID INV INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $63,259 |
BDO USA, LLP4 years Service code 10 · EIN 13-5381590 | Accounting | $57,100 |
WILMERHALE4 years Service code 29 · EIN 04-1409810 | Legal | $35,517 |
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 | $176,325 | $176,471-0.1% | $95,964+83.7% | $90,274+95.3% |
| Participation rate | 85.4% | 86.6%-1.1pp | 77.1%+8.3pp | 73.4%+12.1pp |
| Annual return | 25.65% | 20.15%+5.5pp | 91.64%-66.0pp | 53.97%-28.3pp |
| Employer contribution / active EE | $4,544 | $2,783+63.3% | $2,541+78.8% | $2,523+80.1% |
| Participant deferral / active EE | $8,426 | $5,325+58.2% | $4,167+102.2% | $4,231+99.2% |
| Admin fee / account holder | $48 | $154-69.1% | $6,797-99.3% | $114-58.2% |