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 | $318,869 |
STRATEGIC ADVISORS, INC.7+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $215,004 |
KPMG LLP6 years Service code 10 · EIN 13-5565207 | Accounting | $110,000 |
AON CONSULTING6 years Filed as: AON CONSULTING,INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $27,162 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $15,986 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $15,371 |
WEALTH MANAGEMENT SYSTEMS INC7+ years Filed as: WEALTH MANAGEMENT SYSTEMS, INC. Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $189,089 | $144,879+30.5% | $111,319+69.9% | $93,010+103.3% |
| Participation rate | 96.8% | 86.1%+10.7pp | 77.3%+19.5pp | 73.9%+22.9pp |
| Annual return | 18.10% | 18.11%0pp | 54.68%-36.6pp | 158.70%-140.6pp |
| Employer contribution / active EE | $6,416 | $3,052+110.2% | $2,732+134.9% | $2,705+137.2% |
| Participant deferral / active EE | $9,551 | $5,576+71.3% | $4,488+112.8% | $4,561+109.4% |
| Admin fee / account holder | $91 | $104-11.7% | $7,966-98.9% | $152-39.8% |