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 | $978,214 |
STRATEGIC ADVISORS, INC.8+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $208,984 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $153,507 |
KPMG LLP7 years Service code 10 · EIN 13-5565207 | Accounting | $112,000 |
AON CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $64,660 |
JENNER & BLOCK LLP6 years Service code 29 · EIN 36-2192554 | Legal | $32,213 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $11,197 |
WEALTH MANAGEMENT SYSTEMS INC8+ 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).
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 | $89,861 | $138,331-35.0% | $86,717+3.6% | $89,433+0.5% |
| Participation rate | 96.0% | 88.9%+7.1pp | 76.6%+19.4pp | 71.3%+24.7pp |
| Annual return | -1.43% | -11.72%+10.3pp | 35.97%-37.4pp | -11.88%+10.4pp |
| Employer contribution / active EE | $2,485 | $4,812-48.4% | $2,837-12.4% | $3,021-17.7% |
| Participant deferral / active EE | $4,739 | $8,027-41.0% | $4,657+1.8% | $5,125-7.5% |
| Admin fee / account holder | $77 | $64+19.7% | $7,494-99.0% | $79-3.3% |