Filed August 9, 2006
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 |
|---|---|---|
ALSTON & BIRD LLP3 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $118,660 |
EISNERAMPER LLP6 years Service code 10 · EIN 87-1363769 | Accounting | $38,850 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,047 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $243,507 | $81,301+199.5% | $76,030+220.3% | $200,096+21.7% |
| Participation rate | 40.8% | 70.1%-29.3pp | 69.1%-28.3pp | 72.0%-31.2pp |
| Annual return | 15.66% | 16.31%-0.6pp | 361.54%-345.9pp | 34.26%-18.6pp |
| Employer contribution / active EE | $914 | $3,352-72.7% | $2,688-66.0% | $3,038-69.9% |
| Participant deferral / active EE | $3,595 | $4,721-23.8% | $4,257-15.5% | $5,090-29.4% |
| Admin fee / account holder | $199 | $145+37.2% | $6,421-96.9% | $269-26.1% |