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. LLC Service code 13 · EIN 04-2647786 | Contract Administrator | $316,973 |
KPMG LLP6 years Service code 10 · EIN 13-5565207 | Accounting | $90,000 |
STRATEGIC ADVISORS, INC.7+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $35,120 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $31,052 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $15,371 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $11,884 |
WEALTH MANAGEMENT SYSTEMS INC7+ years Filed as: WEALTH MANAGEMENT SYSTEMS, INC. Service code 49 · EIN 22-3734996 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $164,719 | $144,879+13.7% | $111,319+48.0% | $93,010+77.1% |
| Participation rate | 66.0% | 86.1%-20.1pp | 77.3%-11.3pp | 73.9%-7.9pp |
| Annual return | 19.30% | 18.11%+1.2pp | 54.68%-35.4pp | 158.70%-139.4pp |
| Employer contribution / active EE | $565 | $3,052-81.5% | $2,732-79.3% | $2,705-79.1% |
| Participant deferral / active EE | $2,318 | $5,576-58.4% | $4,488-48.4% | $4,561-49.2% |
| Admin fee / account holder | $52 | $104-50.2% | $7,966-99.4% | $152-66.0% |