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 | $728,128 |
STRATEGIC ADVISORS, INC.2+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $166,351 |
EVERCORE TRUST COMPANY2+ years Service code 28 · EIN 26-4691954 | Investment Management | $138,783 |
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 | $28,946 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $19,773 |
DIGITAL DOCUMENTS, LLC2+ years Service code 50 · EIN 54-2042401 | Direct Payment | $11,482 |
WEALTH MANAGEMENT SYSTEMS INC2+ years Filed as: WEALTH MANAGEMENT SYSTEMS, INC. Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $197,188 | $126,925+55.4% | $74,184+165.8% | $329,111-40.1% |
| Participation rate | 98.0% | 87.5%+10.4pp | 76.6%+21.4pp | 67.9%+30.1pp |
| Annual return | 15.21% | 10.67%+4.5pp | 17.74%-2.5pp | 16.35%-1.1pp |
| Employer contribution / active EE | $3,942 | $3,536+11.5% | $2,370+66.3% | $2,303+71.1% |
| Participant deferral / active EE | $7,373 | $6,619+11.4% | $3,550+107.7% | $3,682+100.3% |
| Admin fee / account holder | $78 | $64+22.4% | $5,586-98.6% | $754-89.7% |