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 | $692,985 |
STRATEGIC ADVISORS, INC.7+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $224,935 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $223,632 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $175,993 |
KPMG LLP6 years Service code 10 · EIN 13-5565207 | Accounting | $110,000 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $15,371 |
WEALTH MANAGEMENT SYSTEMS INC7+ years Filed as: WEALTH MANAGEMENT SYSTEMS, INC. Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $93,477 | $171,796-45.6% | $111,319-16.0% | $106,520-12.2% |
| Participation rate | 95.4% | 88.6%+6.9pp | 77.3%+18.1pp | 71.3%+24.1pp |
| Annual return | 20.31% | 18.62%+1.7pp | 54.68%-34.4pp | 19.28%+1.0pp |
| Employer contribution / active EE | $2,367 | $4,687-49.5% | $2,732-13.3% | $2,840-16.7% |
| Participant deferral / active EE | $4,538 | $7,845-42.2% | $4,488+1.1% | $4,948-8.3% |
| Admin fee / account holder | $71 | $69+2.1% | $7,966-99.1% | $75-4.9% |