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. OPER. CO. INC. Service code 13 · EIN 04-2647786 | Contract Administrator | $79,032 |
CROWE LLP3+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $11,370 |
Filed as: WEALTH MANAGEMENT SYSTEMS, INC. Service code 49 · EIN 22-3734996 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,823 | $136,209-95.0% | $82,312-91.7% | $80,976-91.6% |
| Participation rate | 13.2% | 88.0%-74.8pp | 76.9%-63.7pp | 68.3%-55.1pp |
| Annual return | 15.96% | 21.54%-5.6pp | 25.88%-9.9pp | 22.91%-7.0pp |
| Employer contribution / active EE | $311 | $3,633-91.4% | $2,428-87.2% | $2,402-87.0% |
| Participant deferral / active EE | $0 | $6,693-100.0% | $3,706-100.0% | $3,848-100.0% |
| Admin fee / account holder | $47 | $62-24.6% | $5,608-99.2% | $67-30.5% |