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 | $1,965,241 |
STRATEGIC ADVISORS, INC.1+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $441,628 |
EVERCORE TRUST COMPANY1+ years Filed as: EVERCORE TRUST COMPANY, N.A. Service code 28 · EIN 26-4691954 | Investment Management | $180,510 |
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MGMT, INC. Service code 28 · EIN 13-3806691 | Investment Management | $103,943 |
HEWITT ASSOCIATES LLC1+ years Service code 17 · EIN 36-2235791 | Pension Consulting | $39,102 |
DIGITAL DOCUMENTS, LLC1+ years Service code 50 · EIN 54-2042401 | Direct Payment | $29,897 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $15,066 |
WEALTH MANAGEMENT SYSTEMS INC1+ 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.
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 | $170,419 | $111,064+53.4% | $67,652+151.9% | $69,651+144.7% |
| Participation rate | 66.1% | 86.0%-20.0pp | 75.7%-9.6pp | 66.6%-0.5pp |
| Annual return | 0.55% | 2.77%-2.2pp | 6625.40%-6624.9pp | 53.77%-53.2pp |
| Employer contribution / active EE | $3,898 | $3,328+17.1% | $2,266+72.0% | $2,241+74.0% |
| Participant deferral / active EE | $7,860 | $6,396+22.9% | $3,560+120.8% | $3,635+116.2% |
| Admin fee / account holder | $94 | $72+31.5% | $4,821-98.0% | $63+49.4% |