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 | $821,734 |
STRATEGIC ADVISORS, INC.1+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $130,007 |
EVERCORE TRUST COMPANY1+ years Service code 28 · EIN 26-4691954 | Investment Management | $96,584 |
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MGMT, INC. Service code 21 · EIN 13-3806691 | Bank Trustee | $31,911 |
HEWITT ASSOCIATES LLC1+ years Service code 17 · EIN 36-2235791 | Pension Consulting | $24,578 |
DIGITAL DOCUMENTS, LLC1+ years Service code 50 · EIN 54-2042401 | Direct Payment | $15,931 |
WEALTH MANAGEMENT SYSTEMS INC1+ 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 | $177,872 | $111,064+60.2% | $67,652+162.9% | $69,651+155.4% |
| Participation rate | 72.4% | 86.0%-13.6pp | 75.7%-3.2pp | 66.6%+5.9pp |
| Annual return | 1.55% | 2.77%-1.2pp | 6625.40%-6623.9pp | 53.77%-52.2pp |
| Employer contribution / active EE | $2,728 | $3,328-18.0% | $2,266+20.4% | $2,241+21.7% |
| Participant deferral / active EE | $5,092 | $6,396-20.4% | $3,560+43.1% | $3,635+40.1% |
| Admin fee / account holder | $74 | $72+3.3% | $4,821-98.5% | $63+17.4% |