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 | $289,283 |
STRATEGIC ADVISORS, INC.5+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $243,982 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $121,552 |
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 | $34,873 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $12,009 |
JENNER & BLOCK LLP1 year Service code 29 · EIN 36-2192554 | Legal | $11,090 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,104 | $117,238+183.3% | $87,102+281.3% | $82,204+304.0% |
| Participation rate | 98.0% | 87.2%+10.8pp | 76.9%+21.1pp | 73.4%+24.6pp |
| Annual return | 1.79% | 25.80%-24.0pp | 28.19%-26.4pp | 26.31%-24.5pp |
| Employer contribution / active EE | $5,271 | $3,535+49.1% | $2,521+109.0% | $2,707+94.7% |
| Participant deferral / active EE | $10,061 | $5,976+68.4% | $4,048+148.5% | $4,246+137.0% |
| Admin fee / account holder | $106 | $81+31.0% | $7,493-98.6% | $76+40.8% |