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 | $851,881 |
STRATEGIC ADVISORS, INC.5+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $218,993 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $110,108 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $88,329 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $82,171 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $10,737 |
JENNER & BLOCK LLP3 years Service code 29 · EIN 36-2192554 | Legal | $7,242 |
WEALTH MANAGEMENT SYSTEMS INC5+ years Filed as: WEALTH MANAGEMENT SYSTEMS, INC. Service code 49 · EIN 22-3734996 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,686 | $143,368-38.8% | $87,102+0.7% | $89,609-2.1% |
| Participation rate | 94.3% | 88.2%+6.1pp | 76.9%+17.5pp | 69.6%+24.7pp |
| Annual return | 14.24% | 28.55%-14.3pp | 28.19%-14.0pp | 33.65%-19.4pp |
| Employer contribution / active EE | $2,267 | $4,012-43.5% | $2,521-10.1% | $2,584-12.3% |
| Participant deferral / active EE | $4,129 | $7,129-42.1% | $4,048+2.0% | $4,222-2.2% |
| Admin fee / account holder | $72 | $61+18.8% | $7,493-99.0% | $72+0.9% |