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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $303,775 |
Filed as: FIDELITY INV. INST. OPS. CO. Service code 13 · EIN 04-2647786 | Contract Administrator | $194,542 |
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 | $31,910 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $30,719 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $11,619 |
JENNER & BLOCK LLP3 years Service code 29 · EIN 36-2192554 | Legal | $6,199 |
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.
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 | $148,833 | $105,173+41.5% | $87,102+70.9% | $77,775+91.4% |
| Participation rate | 97.7% | 85.8%+12.0pp | 76.9%+20.9pp | 73.2%+24.5pp |
| Annual return | -76.06% | 24.52%-100.6pp | 28.19%-104.3pp | 32.58%-108.6pp |
| Employer contribution / active EE | $6,410 | $2,890+121.8% | $2,521+154.2% | $2,504+156.0% |
| Participant deferral / active EE | $11,703 | $5,048+131.8% | $4,048+189.1% | $3,966+195.1% |
| Admin fee / account holder | $85 | $105-18.8% | $7,493-98.9% | $100-15.2% |