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 | $920,113 |
STRATEGIC ADVISORS, INC.1+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $63,722 |
EVERCORE TRUST COMPANY1+ years Service code 28 · EIN 26-4691954 | Investment Management | $47,784 |
HEWITT ASSOCIATES LLC1+ years Service code 17 · EIN 36-2235791 | Pension Consulting | $28,457 |
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MGMT, INC. Service code 28 · EIN 13-3806691 | Investment Management | $19,311 |
DIGITAL DOCUMENTS, LLC1+ years Service code 50 · EIN 54-2042401 | Direct Payment | $8,950 |
WEALTH MANAGEMENT SYSTEMS INC1+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,629 | $111,064-25.6% | $67,652+22.1% | $69,651+18.6% |
| Participation rate | 81.2% | 86.0%-4.8pp | 75.7%+5.6pp | 66.6%+14.7pp |
| Annual return | 0.64% | 2.77%-2.1pp | 6625.40%-6624.8pp | 53.77%-53.1pp |
| Employer contribution / active EE | $1,560 | $3,328-53.1% | $2,266-31.2% | $2,241-30.4% |
| Participant deferral / active EE | $3,051 | $6,396-52.3% | $3,560-14.3% | $3,635-16.1% |
| Admin fee / account holder | $67 | $72-6.9% | $4,821-98.6% | $63+5.8% |