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 | $1,133,406 |
STRATEGIC ADVISORS, INC.2+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $448,626 |
EVERCORE TRUST COMPANY2+ years Filed as: EVERCORE TRUST COMPANY, N.A. Service code 28 · EIN 26-4691954 | Investment Management | $230,575 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $100,000 |
AON CONSULTING1 year Filed as: AON CONSULTING,INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $75,088 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $26,435 |
DIGITAL DOCUMENTS, LLC2+ years Service code 50 · EIN 54-2042401 | Direct Payment | $18,957 |
WEALTH MANAGEMENT SYSTEMS INC2+ 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.
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 | $171,523 | $126,925+35.1% | $74,184+131.2% | $329,111-47.9% |
| Participation rate | 92.2% | 87.5%+4.6pp | 76.6%+15.6pp | 67.9%+24.3pp |
| Annual return | 0.77% | 10.67%-9.9pp | 17.74%-17.0pp | 16.35%-15.6pp |
| Employer contribution / active EE | $4,063 | $3,536+14.9% | $2,370+71.4% | $2,303+76.4% |
| Participant deferral / active EE | $8,560 | $6,619+29.3% | $3,550+141.1% | $3,682+132.5% |
| Admin fee / account holder | $71 | $64+11.6% | $5,586-98.7% | $754-90.6% |