Filed August 3, 2006 (most recent of 7 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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. Service code 13 · EIN 04-2647786 | Contract Administrator | $482,484 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $110,108 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $44,015 |
STRATEGIC ADVISORS, INC.5+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $41,469 |
JENNER & BLOCK LLP3 years Service code 29 · EIN 36-2192554 | Legal | $25,516 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $16,674 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $11,977 |
WEALTH MANAGEMENT SYSTEMS INC5+ years Filed as: WEALTH MANAGEMENT SYSTEMS, INC. Service code 49 · EIN 22-3734996 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,936 | $105,173+24.5% | $87,102+50.3% | $77,775+68.4% |
| Participation rate | 75.6% | 85.8%-10.2pp | 76.9%-1.3pp | 73.2%+2.4pp |
| Annual return | 16.48% | 24.52%-8.0pp | 28.19%-11.7pp | 32.58%-16.1pp |
| Employer contribution / active EE | $466 | $2,890-83.9% | $2,521-81.5% | $2,504-81.4% |
| Participant deferral / active EE | $2,243 | $5,048-55.6% | $4,048-44.6% | $3,966-43.4% |
| Admin fee / account holder | $64 | $105-39.1% | $7,493-99.1% | $100-36.3% |