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 CORPORATION3+ years Filed as: CURTISS WRIGHT CORPORATION Service code 10 · EIN 13-0612970 | Accounting | $201,809 |
Filed as: FIDELITY INV INST'L OPERATIONS COMP Service code 37 · EIN 04-2647786 | Loan Processing | $132,814 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,970 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 16 · EIN 61-0736136 | Consulting | $31,000 |
BDG-CPAS1 year Service code 10 · EIN 22-2625944 | Accounting | $24,710 |
Filed as: FIDELITY INV INST'L OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
Service code 49 | Other Services | $0 |
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 | $89,131 | $88,730+0.5% | $82,312+8.3% | $77,958+14.3% |
| Participation rate | 96.1% | 84.5%+11.6pp | 76.9%+19.2pp | 71.6%+24.5pp |
| Annual return | 23.40% | 20.88%+2.5pp | 25.88%-2.5pp | 20.87%+2.5pp |
| Employer contribution / active EE | $2,598 | $2,758-5.8% | $2,428+7.0% | $2,310+12.5% |
| Participant deferral / active EE | $6,088 | $4,634+31.4% | $3,706+64.3% | $3,537+72.1% |
| Admin fee / account holder | $19 | $74-74.6% | $5,608-99.7% | $97-80.7% |