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 | $105,274 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $5,600 |
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 | $6,084 | $126,925-95.2% | $74,184-91.8% | $329,111-98.2% |
| Participation rate | 10.5% | 87.5%-77.0pp | 76.6%-66.1pp | 67.9%-57.4pp |
| Annual return | 6.21% | 10.67%-4.5pp | 17.74%-11.5pp | 16.35%-10.1pp |
| Employer contribution / active EE | $264 | $3,536-92.5% | $2,370-88.9% | $2,303-88.5% |
| Participant deferral / active EE | $0 | $6,619-100.0% | $3,550-100.0% | $3,682-100.0% |
| Admin fee / account holder | $61 | $64-4.5% | $5,586-98.9% | $754-92.0% |