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 | $307,634 |
STRATEGIC ADVISORS, INC.6+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $173,996 |
KPMG LLP5 years Service code 10 · EIN 13-5565207 | Accounting | $110,000 |
AON CONSULTING5 years Filed as: AON CONSULTING,INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $29,462 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $21,789 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $15,401 |
WEALTH MANAGEMENT SYSTEMS INC6+ 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.
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 | $164,315 | $176,471-6.9% | $95,968+71.2% | $90,274+82.0% |
| Participation rate | 97.9% | 86.6%+11.4pp | 77.1%+20.9pp | 73.4%+24.6pp |
| Annual return | 10.67% | 20.15%-9.5pp | 91.65%-81.0pp | 53.97%-43.3pp |
| Employer contribution / active EE | $6,261 | $2,783+124.9% | $2,542+146.3% | $2,523+148.1% |
| Participant deferral / active EE | $9,377 | $5,325+76.1% | $4,167+125.0% | $4,231+121.6% |
| Admin fee / account holder | $85 | $154-45.0% | $6,798-98.8% | $114-25.7% |