Filed August 5, 2005 (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 |
|---|---|---|
CURTISS-WRIGHT CORPORATION2+ years Filed as: CURTISS WRIGHT CORPORATION Service code 14 · EIN 13-0612970 | Plan Administrator | $150,818 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,613 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 16 · EIN 61-0736136 | Consulting | $31,000 |
Filed as: FIDELITY INV INST'L OPERATIONS COMP Service code 37 · EIN 04-2647786 | Loan Processing | $16,570 |
Filed as: FIDELITY INV INST'L OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,029 | $80,211-7.7% | $74,184-0.2% | $63,975+15.7% |
| Participation rate | 96.5% | 84.2%+12.4pp | 76.6%+19.9pp | 71.1%+25.4pp |
| Annual return | 8.83% | 14.13%-5.3pp | 17.74%-8.9pp | 48.65%-39.8pp |
| Employer contribution / active EE | $3,724 | $2,553+45.8% | $2,370+57.1% | $2,182+70.7% |
| Participant deferral / active EE | $5,829 | $4,370+33.4% | $3,550+64.2% | $3,356+73.7% |
| Admin fee / account holder | $37 | $67-44.4% | $5,586-99.3% | $70-47.0% |